Atria Wealth Solutions, Inc. Select Sector Spdr Tr Real Est Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 54,512 shares of XLRE stock, worth $2.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

54,512

Previous 53,142 2.58%

Holding current value

$2.08 Million

Previous $2.13 Million 1.22%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$37.55 - $40.43 $51,443 - $55,389	1,370 Added 2.58%	54,512 $2.15 Million
Q4 2023 Feb 02, 2024	BUY	$32.19 - $40.5 $344,304 - $433,188	10,696 Added 25.2%	53,142 $2.13 Million
Q3 2023 Nov 08, 2023	SELL	$33.6 - $38.97 $71,467 - $82,889	-2,127 Reduced 4.77%	42,446 $1.45 Million
Q2 2023 Aug 03, 2023	SELL	$35.21 - $37.75 $355,163 - $380,784	-10,087 Reduced 18.45%	44,573 $1.68 Million
Q1 2023 Aug 22, 2023	BUY	$34.62 - $41.83 $371,680 - $449,086	10,736 Added 24.09%	55,309 $2.07 Million

Q1 2023 Jun 14, 2023	SELL	$34.62 - $41.83 $22,468 - $27,147	-649 Reduced 1.17%	54,660 $2.04 Million
Q1 2023 May 10, 2023	SELL	$34.62 - $41.83 $176,873 - $213,709	-5,109 Reduced 8.46%	55,309 $2.07 Million
Q4 2022 Aug 30, 2023	BUY	$36.0 - $39.47 $363,132 - $398,133	10,087 Added 22.63%	54,660 $2.02 Million
Q4 2022 Feb 13, 2023	BUY	$36.0 - $39.47 $36 - $39	1 Added 0.0%	60,418 $2.23 Million
Q3 2022 Nov 14, 2022	BUY	N/A	10,332 Added 20.63%	60,417 $2.18 Million
Q2 2022 Aug 15, 2022	BUY	N/A	14,361 Added 40.2%	50,085 $2.05 Million
Q1 2022 May 16, 2022	BUY	N/A	35,724 New	35,724 $1.73 Million

Others Institutions Holding XLRE

# of Institutions

741

Shares Held

114M

Call Options Held

410K

Put Options Held

1.05M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Select Sector Spdr Tr Real Est Transaction History