Atria Wealth Solutions’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$58.8M Sell
2025
Q1
$119M Sell
2024
Q4
$147M Buy
2024
Q3
$133M Sell
2024
Q2
$146M Buy
2024
Q1
$136M Buy
2023
Q4
$114M Buy
2023
Q3
$86.7M Sell
2023
Q2
$100M Buy
2023
Q1
$89.6M Buy
2022
Q4
$77.1M Buy
2022
Q3
$69.8M Buy
2022
Q2
$49.7M Sell
2022
Q1
$79.7M Buy