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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,832 shares of SPMB stock, worth $366,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,832

Previous 21,977 23.41%

Holding current value

$366,432

Previous $473,000 21.56%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$21.23 - $22.14 $109,228 - $113,910	-5,145 Reduced 23.41%	16,832 $371,000
Q4 2024 Jan 31, 2025	BUY	$21.43 - $22.55 $72,176 - $75,948	3,368 Added 18.1%	21,977 $473,000
Q3 2024 Nov 08, 2024	BUY	$21.35 - $22.73 $104,017 - $110,740	4,872 Added 35.47%	18,609 $419,000
Q2 2024 Jul 22, 2024	BUY	$20.97 - $21.76 $288,064 - $298,917	13,737 New	13,737 $296,000
Q3 2023 Nov 08, 2023	SELL	$20.73 - $21.96 $2.41 Million - $2.56 Million	-116,435 Reduced 92.32%	9,687 $201,000
Q2 2023 Aug 03, 2023	BUY	$21.68 - $22.43 $2.03 Million - $2.1 Million	93,721 Added 289.25%	126,122 $2.76 Million
Q1 2023 Aug 22, 2023	SELL	$21.47 - $22.62 $2.1 Million - $2.21 Million	-97,590 Reduced 77.38%	28,532 $632,000
Q1 2023 Jun 14, 2023	BUY	$21.47 - $22.62 $83,067 - $87,516	3,869 Added 13.56%	32,401 $718,000
Q1 2023 May 10, 2023	SELL	$21.47 - $22.62 $83,067 - $87,516	-3,869 Reduced 11.94%	28,532 $632,000
Q4 2022 Aug 30, 2023	SELL	$20.76 - $22.35 $1.95 Million - $2.09 Million	-93,721 Reduced 74.31%	32,401 $703,000
Q4 2022 Feb 13, 2023	SELL	$20.76 - $22.35 $2.01 Million - $2.16 Million	-96,585 Reduced 74.88%	32,401 $703,000
Q3 2022 Nov 14, 2022	SELL	$21.2 - $23.55 $1.09 Million - $1.21 Million	-51,542 Reduced 28.55%	128,986 $2.77 Million
Q2 2022 Aug 15, 2022	SELL	$22.01 - $23.84 $7.47 Million - $8.09 Million	-339,333 Reduced 65.27%	180,528 $4.13 Million
Q1 2022 May 16, 2022	BUY	$23.73 - $25.3 $12.3 Million - $13.2 Million	519,861 New	519,861 $12.5 Million

Others Institutions Holding SPMB

# of Institutions

248

Shares Held

269M

Call Options Held

35.6K

Put Options Held

3.54K

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About SPDR SER TR SPDR PORTFOLIO MOR

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