Atria Wealth Solutions, Inc. Spdr Portfolio Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 23,120 shares of SPMD stock, worth $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,120

Previous 18,491 25.03%

Holding current value

$1.17 Million

Previous $900,000 37.0%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$47.16 - $53.34 $218,303 - $246,910	4,629 Added 25.03%	23,120 $1.23 Million
Q4 2023 Feb 02, 2024	BUY	$40.76 - $49.2 $38,110 - $46,002	935 Added 5.33%	18,491 $900,000
Q3 2023 Nov 08, 2023	SELL	$43.23 - $47.8 $1.57 Million - $1.73 Million	-36,230 Reduced 67.36%	17,556 $768,000
Q2 2023 Aug 03, 2023	BUY	$42.21 - $45.89 $2.05 Million - $2.23 Million	48,539 Added 925.08%	53,786 $2.47 Million
Q1 2023 Aug 22, 2023	SELL	$41.67 - $47.74 $1.74 Million - $1.99 Million	-41,713 Reduced 77.55%	12,073 $530,000

Q1 2023 Jun 14, 2023	SELL	$41.67 - $47.74 $284,439 - $325,873	-6,826 Reduced 56.54%	5,247 $230,000
Q1 2023 May 10, 2023	BUY	$41.67 - $47.74 $284,439 - $325,873	6,826 Added 130.09%	12,073 $530,000
Q4 2022 Aug 30, 2023	SELL	$41.68 - $45.21 $2.02 Million - $2.19 Million	-48,539 Reduced 90.24%	5,247 $222,000
Q4 2022 Feb 13, 2023	SELL	$41.68 - $45.21 $101,074 - $109,634	-2,425 Reduced 31.61%	5,247 $222,000
Q3 2022 Nov 14, 2022	BUY	N/A	7,672 New	7,672 $308,000
Q2 2022 Aug 15, 2022	SELL	N/A	-5,777 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	5,777 New	5,777 $272,000

Others Institutions Holding SPMD

# of Institutions

589

Shares Held

169M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Atria Wealth Solutions, Inc. Spdr Portfolio Transaction History