Atria Wealth Solutions »

Spdr Series spdr bofa crss shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Spdr Series spdr bofa crss

Jul 2022Jan 2023Jul 2023Jan 2024Jul 20242M3M4M5M6M50k100k150k200k250k
Value ($)Share countHistorical SPHY position of Atria Wealth Solutions Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series spdr bofa crss held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series spdr bofa crss by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 202k 24.05
2024-06-30 $3.0M 129k 23.23
2024-03-31 $1.6M 67k 23.46
2023-12-31 $3.6M 152k 23.38
2023-09-30 $3.3M 148k 22.42
2023-06-30 $2.6M 114k 22.84
2023-03-31 $1.5M 65k 22.98
2022-12-31 $1.6M 71k 22.34
2022-09-30 $5.4M 250k 21.82
2022-06-30 $5.7M 254k 22.45