Atria Wealth Solutions, Inc. Technology Sector Spdr Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 149,769 shares of XLK stock, worth $34.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

149,769

Previous 167,684 10.68%

Holding current value

$34.8 Million

Previous $39 Million 20.69%

% of portfolio

0.39%

Previous 0.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$206.38 - $242.18 $3.7 Million - $4.34 Million	-17,915 Reduced 10.68%	149,769 $30.9 Million
Q4 2024 Jan 31, 2025	SELL	$220.26 - $241.44 $633,247 - $694,140	-2,875 Reduced 1.69%	167,684 $39 Million
Q3 2024 Nov 08, 2024	SELL	$197.34 - $237.68 $4.14 Million - $4.99 Million	-20,992 Reduced 10.96%	170,559 $38.5 Million
Q2 2024 Jul 22, 2024	SELL	$192.53 - $231.41 $5.58 Million - $6.71 Million	-28,978 Reduced 13.14%	191,551 $43.3 Million
Q1 2024 May 13, 2024	BUY	$184.12 - $211.02 $2.34 Million - $2.68 Million	12,706 Added 6.11%	220,529 $45.9 Million
Q4 2023 Feb 02, 2024	BUY	$160.19 - $193.07 $2.59 Million - $3.12 Million	16,163 Added 8.43%	207,823 $40 Million
Q3 2023 Nov 08, 2023	SELL	$161.97 - $180.26 $107,872 - $120,053	-666 Reduced 0.35%	191,660 $31.4 Million
Q2 2023 Aug 03, 2023	BUY	$143.97 - $174.63 $2.49 Million - $3.01 Million	17,265 Added 9.86%	192,326 $33.4 Million
Q1 2023 Aug 22, 2023	SELL	$121.18 - $151.01 $587,965 - $732,700	-4,852 Reduced 2.52%	187,474 $28.3 Million
Q1 2023 Jun 14, 2023	SELL	$121.18 - $151.01 $1.5 Million - $1.87 Million	-12,413 Reduced 6.62%	175,061 $26.4 Million
Q1 2023 May 10, 2023	BUY	$121.18 - $151.01 $1.34 Million - $1.67 Million	11,039 Added 6.26%	187,474 $28.3 Million
Q4 2022 Aug 30, 2023	SELL	$116.56 - $136.15 $2.01 Million - $2.35 Million	-17,265 Reduced 8.98%	175,061 $21.8 Million
Q4 2022 Feb 13, 2023	BUY	$116.56 - $136.15 $4.06 Million - $4.75 Million	34,871 Added 24.63%	176,435 $22 Million
Q3 2022 Feb 13, 2023	BUY	$118.78 - $151.56 $305,502 - $389,812	2,572 Added 1.85%	141,564 $0
Q3 2022 Nov 14, 2022	BUY	$118.78 - $151.56 $1.44 Million - $1.84 Million	12,145 Added 9.57%	138,992 $16.7 Million
Q2 2022 Aug 15, 2022	BUY	$123.49 - $161.47 $4.41 Million - $5.76 Million	35,689 Added 39.15%	126,847 $16.1 Million
Q1 2022 May 16, 2022	BUY	$141.39 - $175.52 $12.9 Million - $16 Million	91,158 New	91,158 $14.5 Million

Others Institutions Holding XLK

# of Institutions

2,408

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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. Technology Sector Spdr Transaction History