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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$24.5M	Sell	337,033 -37,786	-10%	-$2.54M	0.55%	24
2025 Q1	$24.6M	Sell	374,819 -58,876	-14%	-$4.07M	0.3%	68
2024 Q4	$29.9M	Buy	433,695 +60,172	+16%	+$4.17M	0.33%	59
2024 Q3	$25.2M	Sell	373,523 -36,500	-9%	-$2.37M	0.27%	76
2024 Q2	$26.2M	Buy	410,023 +905	+0.2%	+$55.7K	0.29%	65
2024 Q1	$25.2M	Buy	409,118 +9,642	+2%	+$565K	0.28%	69
2023 Q4	$22.3M	Buy	399,476 +32,231	+9%	+$1.69M	0.28%	74
2023 Q3	$18.5M	Buy	367,245 +17,053	+5%	+$892K	0.26%	84
2023 Q2	$18.2M	Sell	350,192 -7,181	-2%	-$354K	0.25%	88
2023 Q1	$17.2M	Buy	357,373 +7,144	+2%	+$335K	0.25%	85
2022 Q4	$15.8M	Sell	350,229 -23,136	-6%	-$1.05M	0.25%	93
2022 Q3	$15.7M	Buy	373,365 +137,856	+59%	+$6.44M	0.27%	85
2022 Q2	$10.4M	Buy	235,509 +168,594	+252%	+$8.12M	0.21%	113
2022 Q1	$3.56M	Buy	+66,915	New	+$3.5M	0.06%	318