Atria Wealth Solutions, Inc. Utilities Sector Spdr Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 181,810 shares of XLU stock, worth $14.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

181,810

Previous 188,590 3.6%

Holding current value

$14.7 Million

Previous $14.3 Million 0.43%

% of portfolio

0.18%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$74.7 - $80.27 $506,466 - $544,230	-6,780 Reduced 3.6%	181,810 $14.3 Million
Q4 2024 Jan 31, 2025	BUY	$74.89 - $82.93 $1.01 Million - $1.12 Million	13,496 Added 7.71%	188,590 $14.3 Million
Q3 2024 Nov 08, 2024	BUY	$67.67 - $80.78 $1.54 Million - $1.84 Million	22,801 Added 14.97%	175,094 $14.1 Million
Q2 2024 Jul 22, 2024	SELL	$62.77 - $72.87 $369,213 - $428,621	-5,882 Reduced 3.72%	152,293 $10.4 Million
Q1 2024 May 13, 2024	SELL	$59.95 - $65.65 $247,413 - $270,937	-4,127 Reduced 2.54%	158,175 $10.4 Million
Q4 2023 Feb 02, 2024	SELL	$56.19 - $65.96 $7.13 Million - $8.37 Million	-126,862 Reduced 43.87%	162,302 $10.3 Million
Q3 2023 Nov 08, 2023	SELL	$58.83 - $68.46 $4.5 Million - $5.24 Million	-76,486 Reduced 20.92%	289,164 $17 Million
Q2 2023 Aug 03, 2023	SELL	$64.34 - $69.97 $2.38 Million - $2.59 Million	-36,998 Reduced 9.19%	365,650 $23.9 Million
Q1 2023 Aug 22, 2023	BUY	$63.7 - $72.08 $754,462 - $853,715	11,844 Added 3.24%	377,494 $25.6 Million
Q1 2023 Jun 14, 2023	BUY	$63.7 - $72.08 $1.6 Million - $1.81 Million	25,154 Added 6.66%	402,648 $27.3 Million
Q1 2023 May 10, 2023	SELL	$63.7 - $72.08 $1.61 Million - $1.82 Million	-25,308 Reduced 6.28%	377,494 $25.6 Million
Q4 2022 Aug 30, 2023	BUY	$61.52 - $72.67 $2.28 Million - $2.69 Million	36,998 Added 10.12%	402,648 $28.4 Million
Q4 2022 Feb 13, 2023	SELL	$61.52 - $72.67 $445,958 - $526,784	-7,249 Reduced 1.77%	402,802 $28.4 Million
Q3 2022 Feb 13, 2023	SELL	$65.51 - $78.12 $150,345 - $179,285	-2,295 Reduced 0.56%	410,051 $0
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $10.8 Million - $12.9 Million	165,175 Added 66.83%	412,346 $27.1 Million
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $8.8 Million - $10.4 Million	135,594 Added 121.53%	247,171 $17.3 Million
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $7.26 Million - $8.32 Million	111,577 New	111,577 $8.31 Million

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Utilities Sector Spdr Transaction History