Atlas Private Wealth Advisors Spdr Portfolio Transaction History

Atlas Private Wealth Advisors

$688 Million
Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,305,071 shares of SPMD stock, worth $71 Million. This represents 10.37% of its overall portfolio holdings.

Number of Shares

1,305,071

Previous 1,285,575 1.52%

Holding current value

$71 Million

Previous $70.3 Million 1.53%

% of portfolio

10.37%

Previous 10.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$54.13 - $59.56 $1.06 Million - $1.16 Million	19,496 Added 1.52%	1,305,071 $71.4 Million
Q3 2024 Oct 08, 2024	SELL	$50.29 - $54.92 $285,446 - $311,725	-5,676 Reduced 0.44%	1,285,575 $70.3 Million
Q2 2024 Jul 12, 2024	BUY	$49.54 - $53.39 $32.3 Million - $34.8 Million	652,453 Added 102.14%	1,291,251 $66.2 Million
Q1 2024 May 03, 2024	SELL	$47.16 - $53.34 $23 Million - $26 Million	-487,840 Reduced 43.3%	638,798 $34.1 Million
Q4 2023 Jan 10, 2024	SELL	$40.76 - $49.2 $5.3 Million - $6.39 Million	-129,915 Reduced 10.34%	1,126,638 $54.9 Million
Q3 2023 Oct 10, 2023	BUY	$43.23 - $47.8 $7.57 Million - $8.37 Million	175,068 Added 16.19%	1,256,553 $55 Million
Q2 2023 Aug 04, 2023	BUY	$42.21 - $45.89 $24.7 Million - $26.8 Million	585,073 Added 117.86%	1,081,485 $49.6 Million
Q1 2023 Apr 12, 2023	BUY	$41.67 - $47.74 $2.69 Million - $3.08 Million	64,562 Added 14.95%	496,412 $21.8 Million
Q4 2022 Feb 14, 2023	BUY	$39.32 - $45.21 $2.09 Million - $2.4 Million	53,052 Added 14.01%	431,850 $18.4 Million
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $2.24 Million - $2.69 Million	58,219 Added 18.16%	378,798 $14.6 Million
Q2 2022 Aug 15, 2022	BUY	$38.67 - $47.45 $12.4 Million - $15.2 Million	320,579 New	320,579 $12.7 Million

Others Institutions Holding SPMD

# of Institutions

714

Shares Held

204M

Call Options Held

2.1K

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Atlas Private Wealth Advisors Spdr Portfolio Transaction History