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

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 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 201,535 shares of SPHY stock, worth $4.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
201,535
Previous 129,030 56.19%
Holding current value
$4.8 Million
Previous $3 Million 61.7%
% of portfolio
0.05%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
396
Shares Held
151M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email