Atria Wealth Solutions, Inc. Spdr S&P 500 ETF Trust Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 212,355 shares of SPY stock, worth $125 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

212,355

Previous 249,855 15.01%

Holding current value

$125 Million

Previous $146 Million 18.88%

% of portfolio

1.51%

Previous 1.68%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$551.42 - $612.93 $20.7 Million - $23 Million	-37,500 Reduced 15.01%	212,355 $119 Million
Q4 2024 Jan 31, 2025	BUY	$567.81 - $607.81 $10 Million - $10.7 Million	17,635 Added 7.59%	249,855 $146 Million
Q3 2024 Nov 08, 2024	SELL	$517.38 - $573.86 $18.2 Million - $20.2 Million	-35,177 Reduced 13.16%	232,220 $133 Million
Q2 2024 Jul 22, 2024	BUY	$495.16 - $548.49 $3.75 Million - $4.16 Million	7,577 Added 2.92%	267,397 $146 Million
Q1 2024 May 13, 2024	BUY	$467.28 - $523.17 $9.21 Million - $10.3 Million	19,708 Added 8.21%	259,820 $136 Million
Q4 2023 Feb 02, 2024	BUY	$410.68 - $476.69 $15.5 Million - $18 Million	37,657 Added 18.6%	240,112 $114 Million
Q3 2023 Nov 08, 2023	SELL	$425.88 - $457.79 $9.82 Million - $10.6 Million	-23,059 Reduced 10.23%	202,455 $86.5 Million
Q2 2023 Aug 03, 2023	BUY	$404.36 - $443.28 $9.85 Million - $10.8 Million	24,349 Added 12.1%	225,514 $100 Million
Q1 2023 Aug 22, 2023	SELL	$379.5 - $416.78 $2.67 Million - $2.93 Million	-7,027 Reduced 3.12%	218,487 $89.4 Million
Q1 2023 Jun 14, 2023	SELL	$379.5 - $416.78 $6.57 Million - $7.22 Million	-17,322 Reduced 7.93%	201,165 $82.4 Million
Q1 2023 May 10, 2023	BUY	$379.5 - $416.78 $6.26 Million - $6.87 Million	16,490 Added 8.16%	218,487 $89.4 Million
Q4 2022 Aug 30, 2023	SELL	$357.63 - $407.42 $8.71 Million - $9.92 Million	-24,349 Reduced 10.8%	201,165 $76.9 Million
Q4 2022 Feb 13, 2023	BUY	$357.63 - $407.42 $2.46 Million - $2.8 Million	6,884 Added 3.53%	201,997 $77.2 Million
Q3 2022 Feb 13, 2023	SELL	$357.18 - $429.7 $975,815 - $1.17 Million	-2,732 Reduced 1.38%	195,113 $69.7 Million
Q3 2022 Nov 14, 2022	BUY	$357.18 - $429.7 $23.7 Million - $28.6 Million	66,493 Added 50.62%	197,845 $71.6 Million
Q2 2022 Aug 15, 2022	SELL	$365.86 - $456.8 $16.3 Million - $20.4 Million	-44,661 Reduced 25.37%	131,352 $49.7 Million
Q1 2022 May 16, 2022	BUY	$416.25 - $477.71 $73.3 Million - $84.1 Million	176,013 New	176,013 $79.7 Million

Others Institutions Holding SPY

# of Institutions

5,065

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Spdr S&P 500 ETF Trust Transaction History