Atria Wealth Solutions, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 95,896 shares of SPSM stock, worth $4.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

95,896

Previous 100,250 4.34%

Holding current value

$4.35 Million

Previous $4.31 Million 7.7%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$39.75 - $43.15 $173,071 - $187,875	-4,354 Reduced 4.34%	95,896 $3.98 Million
Q1 2024 May 13, 2024	SELL	$39.85 - $43.04 $267,273 - $288,669	-6,707 Reduced 6.27%	100,250 $4.31 Million
Q4 2023 Feb 02, 2024	BUY	$34.3 - $42.83 $245,313 - $306,320	7,152 Added 7.17%	106,957 $4.51 Million
Q3 2023 Nov 08, 2023	BUY	$36.35 - $41.02 $400,540 - $451,999	11,019 Added 12.41%	99,805 $3.68 Million
Q2 2023 Aug 03, 2023	BUY	$35.57 - $38.94 $1.3 Million - $1.42 Million	36,577 Added 70.06%	88,786 $3.45 Million
Q1 2023 Aug 22, 2023	SELL	$36.04 - $42.08 $997,803 - $1.17 Million	-27,686 Reduced 31.18%	61,100 $2.31 Million
Q1 2023 Jun 14, 2023	SELL	$36.04 - $42.08 $320,431 - $374,133	-8,891 Reduced 14.55%	52,209 $1.97 Million
Q1 2023 May 10, 2023	BUY	$36.04 - $42.08 $320,431 - $374,133	8,891 Added 17.03%	61,100 $2.31 Million
Q4 2022 Aug 30, 2023	SELL	$34.79 - $39.85 $1.27 Million - $1.46 Million	-36,577 Reduced 41.2%	52,209 $1.93 Million
Q4 2022 Feb 13, 2023	BUY	$34.79 - $39.85 $239,181 - $273,968	6,875 Added 15.17%	52,209 $1.93 Million
Q3 2022 Feb 13, 2023	SELL	$33.99 - $41.52 $269,642 - $329,378	-7,933 Reduced 14.89%	45,334 $0
Q3 2022 Nov 14, 2022	BUY	$33.99 - $41.52 $917,016 - $1.12 Million	26,979 Added 102.63%	53,267 $1.85 Million
Q2 2022 Aug 15, 2022	BUY	$34.83 - $42.53 $620,287 - $757,416	17,809 Added 210.04%	26,288 $946,000
Q1 2022 May 16, 2022	BUY	$39.91 - $45.5 $338,396 - $385,794	8,479 New	8,479 $357,000

Others Institutions Holding SPSM

# of Institutions

844

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Atria Wealth Solutions, Inc. Spdr Portfolio S&P 600 Small C Transaction History