A detailed history of Atria Wealth Solutions, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 109,695 shares of XLP stock, worth $8.34 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
109,695
Previous 128,703 14.77%
Holding current value
$8.34 Million
Previous $9.27 Million 9.64%
% of portfolio
0.1%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$71.59 - $76.36 $1.36 Million - $1.45 Million
-19,008 Reduced 14.77%
109,695 $8.38 Million
Q4 2023

Feb 02, 2024

SELL
$66.22 - $72.3 $672,199 - $733,917
-10,151 Reduced 7.31%
128,703 $9.27 Million
Q3 2023

Nov 08, 2023

SELL
$68.8 - $76.1 $575,993 - $637,109
-8,372 Reduced 5.69%
138,854 $9.55 Million
Q2 2023

Aug 03, 2023

SELL
$72.59 - $77.5 $249,201 - $266,057
-3,433 Reduced 2.28%
147,226 $10.9 Million
Q1 2023

Aug 22, 2023

SELL
$71.11 - $75.78 $183,748 - $195,815
-2,584 Reduced 1.76%
144,642 $10.8 Million
Q1 2023

Jun 14, 2023

BUY
$71.11 - $75.78 $427,868 - $455,968
6,017 Added 4.16%
150,659 $11.3 Million
Q1 2023

May 10, 2023

SELL
$71.11 - $75.78 $1.07 Million - $1.14 Million
-15,063 Reduced 9.43%
144,642 $10.8 Million
Q4 2022

Aug 30, 2023

BUY
$71.53 - $77.19 $245,562 - $264,993
3,433 Added 2.33%
150,659 $11.2 Million
Q4 2022

Feb 13, 2023

BUY
$71.53 - $77.19 $1.11 Million - $1.2 Million
15,566 Added 10.8%
159,705 $11.9 Million
Q3 2022

Feb 13, 2023

SELL
N/A
-122 Reduced 0.08%
144,139 $0
Q3 2022

Nov 14, 2022

BUY
N/A
449 Added 0.31%
144,261 $9.7 Million
Q2 2022

Aug 15, 2022

BUY
N/A
57,264 Added 66.16%
143,812 $10.4 Million
Q1 2022

May 16, 2022

BUY
N/A
86,548 New
86,548 $6.57 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.