Atria Wealth Solutions, Inc. Spdr Portfolio Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 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 10,858 shares of SPMD stock, worth $617,603. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,858

Previous 11,831 8.22%

Holding current value

$617,603

Previous $606,000 2.15%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$50.29 - $54.92 $48,932 - $53,437	-973 Reduced 8.22%	10,858 $593,000
Q2 2024 Jul 22, 2024	SELL	$49.54 - $53.39 $559,257 - $602,719	-11,289 Reduced 48.83%	11,831 $606,000
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	$39.32 - $45.21 $1.91 Million - $2.19 Million	-48,539 Reduced 90.24%	5,247 $222,000
Q4 2022 Feb 13, 2023	SELL	$39.32 - $45.21 $95,351 - $109,634	-2,425 Reduced 31.61%	5,247 $222,000
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $295,755 - $354,216	7,672 New	7,672 $308,000
Q2 2022 Aug 15, 2022	SELL	$38.67 - $47.45 $223,396 - $274,118	-5,777 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$44.15 - $50.14 $255,054 - $289,658	5,777 New	5,777 $272,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Spdr Portfolio Transaction History