Atria Wealth Solutions, Inc. Select Sector Spdr Fd Material Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,731 shares of XLB stock, worth $1.71 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,731

Previous 10,534 77.81%

Holding current value

$1.71 Million

Previous $930,000 94.09%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$86.95 - $97.09 $712,729 - $795,846	8,197 Added 77.81%	18,731 $1.81 Million
Q2 2024 Jul 22, 2024	SELL	$88.28 - $93.06 $359,564 - $379,033	-4,073 Reduced 27.88%	10,534 $930,000
Q1 2024 May 13, 2024	SELL	$80.98 - $92.89 $127,543 - $146,301	-1,575 Reduced 9.73%	14,607 $1.36 Million
Q4 2023 Feb 02, 2024	BUY	$74.46 - $86.21 $184,139 - $213,197	2,473 Added 18.04%	16,182 $1.38 Million
Q3 2023 Nov 08, 2023	SELL	$77.84 - $85.72 $261,386 - $287,847	-3,358 Reduced 19.68%	13,709 $1.08 Million
Q2 2023 Aug 03, 2023	SELL	$75.02 - $82.87 $584,780 - $645,971	-7,795 Reduced 31.35%	17,067 $1.41 Million
Q1 2023 Aug 22, 2023	BUY	$75.51 - $85.21 $188,775 - $213,024	2,500 Added 14.65%	19,567 $1.58 Million
Q1 2023 Jun 14, 2023	BUY	$75.51 - $85.21 $399,825 - $451,186	5,295 Added 27.06%	24,862 $2.01 Million
Q1 2023 May 10, 2023	SELL	$75.51 - $85.21 $399,825 - $451,186	-5,295 Reduced 21.3%	19,567 $1.58 Million
Q4 2022 Aug 30, 2023	BUY	$68.18 - $83.76 $531,463 - $652,909	7,795 Added 45.67%	24,862 $1.93 Million
Q4 2022 Feb 13, 2023	BUY	$68.18 - $83.76 $477,464 - $586,571	7,003 Added 39.21%	24,862 $1.93 Million
Q3 2022 Nov 14, 2022	SELL	$67.32 - $81.52 $173,416 - $209,995	-2,576 Reduced 12.61%	17,859 $1.22 Million
Q2 2022 Aug 15, 2022	BUY	$73.54 - $90.55 $224,885 - $276,901	3,058 Added 17.6%	20,435 $1.5 Million
Q1 2022 May 16, 2022	BUY	$79.77 - $90.53 $1.39 Million - $1.57 Million	17,377 New	17,377 $1.53 Million

Others Institutions Holding XLB

# of Institutions

922

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Atria Wealth Solutions, Inc. Select Sector Spdr Fd Material Transaction History