Atria Wealth Solutions, Inc. Energy Sector Spdr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 40,213 shares of XLE stock, worth $3.5 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

40,213

Previous 103,800 61.26%

Holding current value

$3.5 Million

Previous $9.7 Million 64.85%

% of portfolio

0.08%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$76.44 - $94.13 $4.86 Million - $5.99 Million	-63,587 Reduced 61.26%	40,213 $3.41 Million
Q1 2025 May 09, 2025	SELL	$85.7 - $93.96 $3.57 Million - $3.91 Million	-41,656 Reduced 28.64%	103,800 $9.7 Million
Q4 2024 Jan 31, 2025	SELL	$83.32 - $97.27 $1.45 Million - $1.69 Million	-17,420 Reduced 10.7%	145,456 $12.5 Million
Q3 2024 Nov 08, 2024	SELL	$84.35 - $93.39 $1.21 Million - $1.34 Million	-14,316 Reduced 8.08%	162,876 $14.3 Million
Q2 2024 Jul 22, 2024	SELL	$88.04 - $98.08 $362,460 - $403,795	-4,117 Reduced 2.27%	177,192 $16.2 Million
Q1 2024 May 13, 2024	SELL	$79.91 - $94.41 $734,213 - $867,439	-9,188 Reduced 4.82%	181,309 $17.1 Million
Q4 2023 Feb 02, 2024	SELL	$81.2 - $91.96 $599,986 - $679,492	-7,389 Reduced 3.73%	190,497 $16 Million
Q3 2023 Nov 08, 2023	BUY	$79.09 - $93.36 $649,091 - $766,205	8,207 Added 4.33%	197,886 $17.9 Million
Q2 2023 Aug 03, 2023	SELL	$76.59 - $87.23 $2.76 Million - $3.15 Million	-36,077 Reduced 15.98%	189,679 $15.4 Million
Q1 2023 Aug 22, 2023	SELL	$76.97 - $93.11 $1.86 Million - $2.25 Million	-24,128 Reduced 12.72%	165,551 $13.7 Million
Q1 2023 Jun 14, 2023	BUY	$76.97 - $93.11 $4.63 Million - $5.61 Million	60,205 Added 36.37%	225,756 $18.7 Million
Q1 2023 May 10, 2023	SELL	$76.97 - $93.11 $4.71 Million - $5.7 Million	-61,209 Reduced 26.99%	165,551 $13.7 Million
Q4 2022 Aug 30, 2023	BUY	$76.09 - $94.08 $2.75 Million - $3.39 Million	36,077 Added 19.02%	225,756 $19.7 Million
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $3.37 Million - $4.16 Million	-44,239 Reduced 16.32%	226,760 $19.8 Million
Q3 2022 Feb 13, 2023	SELL	$67.49 - $84.09 $1.68 Million - $2.1 Million	-24,944 Reduced 8.43%	270,999 $0
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $175,339 - $218,465	2,598 Added 0.89%	295,943 $21.3 Million
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $1.34 Million - $1.75 Million	19,003 Added 6.93%	293,345 $21 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $15.7 Million - $21.6 Million	274,342 New	274,342 $21 Million

Others Institutions Holding XLE

# of Institutions

2,131

Shares Held

451M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Energy Sector Spdr Transaction History