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

Atria Wealth Solutions’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,400	Closed	-$4.14M	–	1866
2025 Q1	$4.14M	Sell	7,400 -5,600	-43%	-$3.29M	0.05%	397
2024 Q4	$7.62M	Sell	13,000 -1,700	-12%	-$1M	0.08%	249
2024 Q3	$8.43M	Sell	14,700 -20,400	-58%	-$11.3M	0.09%	225
2024 Q2	$19.1M	Buy	35,100 +18,200	+108%	+$9.53M	0.21%	99
2024 Q1	$8.84M	Sell	16,900 -30,200	-64%	-$15M	0.1%	213
2023 Q4	$22.4M	Buy	+47,100	New	+$21M	0.28%	73
2023 Q3	–	Sell	-8,800	Closed	-$3.9M	–	1976
2023 Q2	$3.9M	Buy	8,800 +2,800	+47%	+$1.18M	0.05%	358
2023 Q1	$2.46M	Buy	6,000 +5,400	+900%	+$2.15M	0.04%	475
2022 Q4	$229K	Sell	600 -7,700	-93%	-$2.96M	﹤0.01%	1524
2022 Q3	$2.96M	Buy	+8,300	New	+$3.3M	0.05%	349
2022 Q2	–	Sell	-1,000	Closed	-$452K	–	1871
2022 Q1	$452K	Buy	+1,000	New	+$445K	0.01%	1123

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's SPY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 55% in Q2 2025, selling an estimated $67.1M and leaving 94,897 shares worth $58.8M. The position accounts for 1.33% of the portfolio, ranked #6.

Atria Wealth Solutions first reported a position in SPY in Q1 2022 and has held it in 14 quarters since. The position peaked at $147M in Q4 2024. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Atria Wealth Solutions held 94,897 shares of State Street SPDR S&P 500 ETF Trust worth $58.8M as of Q2 2025.
Atria Wealth Solutions sold 117,458 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $67.1M.
State Street SPDR S&P 500 ETF Trust made up 1.33% of Atria Wealth Solutions's portfolio in Q2 2025, its #6 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $147M in Q4 2024.
4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.