Atria Wealth Solutions, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 367,058 shares of SPHY stock, worth $8.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

367,058

Previous 201,535 82.13%

Holding current value

$8.63 Million

Previous $4.85 Million 77.75%

% of portfolio

0.1%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$23.29 - $23.93 $3.86 Million - $3.96 Million	165,523 Added 82.13%	367,058 $8.61 Million
Q3 2024 Nov 08, 2024	BUY	$23.04 - $24.06 $1.67 Million - $1.74 Million	72,505 Added 56.19%	201,535 $4.85 Million
Q2 2024 Jul 22, 2024	BUY	$22.82 - $23.32 $1.41 Million - $1.44 Million	61,757 Added 91.8%	129,030 $3 Million
Q1 2024 May 13, 2024	SELL	$23.14 - $23.52 $1.96 Million - $1.99 Million	-84,588 Reduced 55.7%	67,273 $1.58 Million
Q4 2023 Feb 02, 2024	BUY	$21.84 - $23.52 $80,021 - $86,177	3,664 Added 2.47%	151,861 $3.55 Million
Q3 2023 Nov 08, 2023	BUY	$22.36 - $23.02 $760,799 - $783,255	34,025 Added 29.8%	148,197 $3.32 Million
Q2 2023 Aug 03, 2023	BUY	$22.39 - $22.94 $974,076 - $998,004	43,505 Added 61.56%	114,172 $2.61 Million
Q1 2023 Aug 22, 2023	SELL	$22.29 - $23.4 $1.09 Million - $1.14 Million	-48,817 Reduced 42.76%	65,355 $1.5 Million
Q1 2023 Jun 14, 2023	BUY	$22.29 - $23.4 $118,404 - $124,300	5,312 Added 8.13%	70,667 $1.62 Million
Q1 2023 May 10, 2023	SELL	$22.29 - $23.4 $118,404 - $124,300	-5,312 Reduced 7.52%	65,355 $1.5 Million
Q4 2022 Aug 30, 2023	SELL	$21.71 - $23.0 $944,493 - $1 Million	-43,505 Reduced 38.1%	70,667 $1.58 Million
Q4 2022 Feb 13, 2023	SELL	$21.71 - $23.0 $3.89 Million - $4.12 Million	-179,010 Reduced 71.7%	70,667 $1.58 Million
Q3 2022 Nov 14, 2022	SELL	$21.7 - $23.98 $93,613 - $103,449	-4,314 Reduced 1.7%	249,677 $5.45 Million
Q2 2022 Aug 15, 2022	BUY	$22.34 - $25.22 $5.67 Million - $6.41 Million	253,991 New	253,991 $5.7 Million

Others Institutions Holding SPHY

# of Institutions

450

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

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Atria Wealth Solutions, Inc. Spdr Ser Tr Spdr Portfolio Hig Transaction History