Atria Wealth Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 23,194 shares of SPTM stock, worth $1.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,194

Previous 24,352 4.76%

Holding current value

$1.88 Million

Previous $1.66 Million 4.83%

% of portfolio

0.04%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$60.34 - $74.89 $69,873 - $86,722	-1,158 Reduced 4.76%	23,194 $1.74 Million
Q1 2025 May 09, 2025	SELL	$67.03 - $74.61 $669,160 - $744,831	-9,983 Reduced 29.08%	24,352 $1.66 Million
Q4 2024 Jan 31, 2025	BUY	$69.3 - $74.3 $186,278 - $199,718	2,688 Added 8.49%	34,335 $2.45 Million
Q3 2024 Nov 08, 2024	SELL	$63.28 - $70.06 $193,004 - $213,683	-3,050 Reduced 8.79%	31,647 $2.22 Million
Q2 2024 Jul 22, 2024	SELL	$60.69 - $66.83 $226,555 - $249,476	-3,733 Reduced 9.71%	34,697 $2.3 Million
Q1 2024 May 13, 2024	SELL	$57.38 - $64.15 $662,050 - $740,162	-11,538 Reduced 23.09%	38,430 $2.47 Million
Q4 2023 Feb 02, 2024	BUY	$50.31 - $58.65 $103,286 - $120,408	2,053 Added 4.28%	49,968 $2.92 Million
Q3 2023 Nov 08, 2023	SELL	$52.22 - $56.31 $90,027 - $97,078	-1,724 Reduced 3.47%	47,915 $2.52 Million
Q2 2023 Aug 03, 2023	SELL	$49.75 - $54.44 $59,053 - $64,620	-1,187 Reduced 2.34%	49,639 $2.7 Million
Q1 2023 Aug 22, 2023	BUY	$46.97 - $51.65 $357,206 - $392,798	7,605 Added 15.32%	57,244 $2.89 Million
Q1 2023 Jun 14, 2023	SELL	$46.97 - $51.65 $301,453 - $331,489	-6,418 Reduced 11.21%	50,826 $2.56 Million
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $301,453 - $331,489	6,418 Added 12.63%	57,244 $2.89 Million
Q4 2022 Aug 30, 2023	BUY	$44.09 - $50.41 $52,334 - $59,836	1,187 Added 2.39%	50,826 $2.4 Million
Q4 2022 Feb 13, 2023	SELL	$44.09 - $50.41 $41,797 - $47,788	-948 Reduced 1.83%	50,826 $2.4 Million
Q3 2022 Feb 13, 2023	SELL	$44.11 - $53.04 $30,744 - $36,968	-697 Reduced 1.33%	51,774 $0
Q3 2022 Nov 14, 2022	BUY	$44.11 - $53.04 $230,783 - $277,505	5,232 Added 11.08%	52,471 $2.34 Million
Q2 2022 Aug 15, 2022	SELL	$45.19 - $56.15 $235,349 - $292,429	-5,208 Reduced 9.93%	47,239 $2.2 Million
Q1 2022 May 16, 2022	BUY	$51.36 - $58.82 $2.69 Million - $3.08 Million	52,447 New	52,447 $2.92 Million

Others Institutions Holding SPTM

# of Institutions

724

Shares Held

95M

Call Options Held

24.2K

Put Options Held

View Full List

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Atria Wealth Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History