Atria Wealth Solutions, Inc. Financial Sector Spdr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 488,983 shares of XLF stock, worth $24.1 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

488,983

Previous 463,350 5.53%

Holding current value

$24.1 Million

Previous $21 Million 12.54%

% of portfolio

0.27%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$44.89 - $51.34 $1.15 Million - $1.32 Million	25,633 Added 5.53%	488,983 $23.6 Million
Q3 2024 Nov 08, 2024	BUY	$40.84 - $45.74 $1.98 Million - $2.21 Million	48,419 Added 11.67%	463,350 $21 Million
Q2 2024 Jul 22, 2024	SELL	$39.59 - $42.49 $5.02 Million - $5.39 Million	-126,744 Reduced 23.4%	414,931 $17.1 Million
Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $9.62 Million - $10.9 Million	258,033 Added 90.97%	541,675 $22.8 Million
Q4 2023 Feb 02, 2024	BUY	$31.45 - $37.72 $116,805 - $140,092	3,714 Added 1.33%	283,642 $10.7 Million
Q3 2023 Nov 08, 2023	SELL	$33.17 - $35.6 $938,412 - $1.01 Million	-28,291 Reduced 9.18%	279,928 $9.29 Million
Q2 2023 Aug 03, 2023	SELL	$31.55 - $33.71 $1.09 Million - $1.16 Million	-34,439 Reduced 10.05%	308,219 $10.4 Million
Q1 2023 Aug 22, 2023	BUY	$30.98 - $37.0 $275,009 - $328,449	8,877 Added 2.88%	317,096 $10.2 Million
Q1 2023 Jun 14, 2023	BUY	$30.98 - $37.0 $791,910 - $945,794	25,562 Added 8.06%	342,658 $11 Million
Q1 2023 May 10, 2023	SELL	$30.98 - $37.0 $944,920 - $1.13 Million	-30,501 Reduced 8.77%	317,096 $10.2 Million
Q4 2022 Aug 30, 2023	BUY	$30.29 - $36.31 $1.04 Million - $1.25 Million	34,439 Added 11.17%	342,658 $11.7 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $394,224 - $472,574	13,015 Added 3.89%	347,597 $11.9 Million
Q3 2022 Feb 13, 2023	SELL	$30.36 - $35.81 $164,429 - $193,946	-5,416 Reduced 1.59%	334,582 $0
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $1.59 Million - $1.88 Million	-52,484 Reduced 13.37%	339,998 $10.4 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $2.44 Million - $3.02 Million	79,110 Added 25.24%	392,482 $12.3 Million
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $11.2 Million - $13 Million	313,372 New	313,372 $12 Million

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Atria Wealth Solutions, Inc. Financial Sector Spdr Transaction History