Atria Wealth Solutions, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 177,638 shares of SPYV stock, worth $9.31 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

177,638

Previous 250,518 29.09%

Holding current value

$9.31 Million

Previous $13.2 Million 31.4%

% of portfolio

0.1%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$51.09 - $55.27 $3.72 Million - $4.03 Million	-72,880 Reduced 29.09%	177,638 $9.08 Million
Q3 2024 Nov 08, 2024	BUY	$48.51 - $52.86 $8,052 - $8,774	166 Added 0.07%	250,518 $13.2 Million
Q2 2024 Jul 22, 2024	BUY	$47.37 - $50.09 $89,576 - $94,720	1,891 Added 0.76%	250,352 $12.2 Million
Q1 2024 May 13, 2024	SELL	$45.88 - $50.1 $5.37 Million - $5.86 Million	-117,057 Reduced 32.02%	248,461 $12.4 Million
Q4 2023 Feb 02, 2024	BUY	$39.63 - $46.73 $5.63 Million - $6.64 Million	142,047 Added 63.56%	365,518 $17 Million
Q3 2023 Nov 08, 2023	SELL	$41.15 - $44.69 $2.53 Million - $2.75 Million	-61,440 Reduced 21.56%	223,471 $9.22 Million
Q2 2023 Aug 03, 2023	SELL	$40.17 - $43.27 $6.1 Million - $6.57 Million	-151,859 Reduced 34.77%	284,911 $12.3 Million
Q1 2023 Aug 22, 2023	BUY	$38.68 - $42.77 $223,531 - $247,167	5,779 Added 2.03%	290,690 $11.8 Million
Q1 2023 Jun 14, 2023	BUY	$38.68 - $42.77 $5.65 Million - $6.25 Million	146,080 Added 50.25%	436,770 $17.8 Million
Q1 2023 May 10, 2023	SELL	$38.68 - $42.77 $5.65 Million - $6.25 Million	-146,080 Reduced 33.45%	290,690 $11.8 Million
Q4 2022 Aug 30, 2023	BUY	$34.79 - $40.71 $5.28 Million - $6.18 Million	151,859 Added 53.3%	436,770 $17 Million
Q4 2022 Feb 13, 2023	BUY	$34.79 - $40.71 $6.34 Million - $7.42 Million	182,145 Added 71.53%	436,770 $17 Million
Q3 2022 Feb 13, 2023	SELL	$34.49 - $40.43 $18,797 - $22,034	-545 Reduced 0.21%	254,625 $0
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $1.78 Million - $2.08 Million	51,470 Added 25.27%	255,170 $9.12 Million
Q2 2022 Aug 15, 2022	BUY	$35.93 - $42.52 $3.25 Million - $3.85 Million	90,569 Added 80.06%	203,700 $7.5 Million
Q1 2022 May 16, 2022	BUY	$39.54 - $42.64 $4.47 Million - $4.82 Million	113,131 New	113,131 $4.72 Million

Others Institutions Holding SPYV

# of Institutions

1,079

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Atria Wealth Solutions, Inc. Spdr Portfolio S&P 500 Value E Transaction History