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

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

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 83,226 shares of SPSM stock, worth $3.42 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
83,226
Previous 93,911 11.38%
Holding current value
$3.42 Million
Previous $4.22 Million 19.58%
% of portfolio
0.04%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$40.03 - $46.81 $427,720 - $500,164
-10,685 Reduced 11.38%
83,226 $3.39 Million
Q4 2024

Jan 31, 2025
BUY
$44.33 - $49.55 $524,246 - $585,978
11,826 Added 14.41%
93,911 $4.22 Million
Q3 2024

Nov 08, 2024
SELL
$41.02 - $46.01 $566,527 - $635,444
-13,811 Reduced 14.4%
82,085 $3.74 Million
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
968
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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