Atlas Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025

A detailed history of Atlas Private Wealth Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 995,977 shares of SPDW stock, worth $39.5 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares
995,977
Previous 854,327 16.58%
Holding current value
$39.5 Million
Previous $29.2 Million 25.46%
% of portfolio
5.29%
Previous 4.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$33.84 - $37.77 $4.79 Million - $5.35 Million
141,650 Added 16.58%
995,977 $36.6 Million
Q4 2024

Jan 21, 2025
SELL
$34.13 - $37.35 $587,889 - $643,353
-17,225 Reduced 1.98%
854,327 $29.2 Million
Q3 2024

Oct 08, 2024
SELL
$33.74 - $37.96 $8.88 Million - $9.99 Million
-263,110 Reduced 23.19%
871,552 $32.7 Million
Q2 2024

Jul 12, 2024
BUY
$34.2 - $36.64 $20.1 Million - $21.5 Million
587,753 Added 107.47%
1,134,662 $39.8 Million
Q1 2024

May 03, 2024
SELL
$32.85 - $35.9 $10.1 Million - $11.1 Million
-308,685 Reduced 36.08%
546,909 $19.6 Million
Q4 2023

Jan 10, 2024
BUY
$29.46 - $34.07 $9.5 Million - $11 Million
322,599 Added 60.53%
855,594 $29.1 Million
Q3 2023

Oct 10, 2023
BUY
$30.88 - $33.58 $1.76 Million - $1.91 Million
57,011 Added 11.98%
532,995 $16.5 Million
Q2 2023

Aug 04, 2023
BUY
$31.7 - $33.66 $8.03 Million - $8.53 Million
253,360 Added 113.81%
475,984 $15.5 Million
Q1 2023

Apr 12, 2023
BUY
$29.83 - $32.71 $968,818 - $1.06 Million
32,478 Added 17.08%
222,624 $7.15 Million
Q4 2022

Feb 14, 2023
BUY
$25.7 - $31.02 $933,860 - $1.13 Million
36,337 Added 23.62%
190,146 $5.65 Million
Q3 2022

Nov 14, 2022
BUY
$25.67 - $30.93 $633,022 - $762,733
24,660 Added 19.09%
153,809 $3.97 Million
Q2 2022

Aug 15, 2022
SELL
$28.57 - $34.74 $117,794 - $143,233
-4,123 Reduced 3.09%
129,149 $3.73 Million
Q1 2022

Apr 26, 2022
BUY
$31.42 - $36.91 $2.33 Million - $2.73 Million
74,011 Added 124.89%
133,272 $4.57 Million
Q4 2021

Apr 21, 2022
BUY
$35.28 - $37.98 $1.69 Million - $1.81 Million
47,764 Added 415.45%
59,261 $2.16 Million
Q3 2021

Oct 26, 2021
BUY
$35.68 - $38.17 $410,212 - $438,840
11,497 New
11,497 $416,000

Others Institutions Holding SPDW

# of Institutions
1,085
Shares Held
550M
Call Options Held
3.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email