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 $36.7 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
995,977
Previous 854,327
16.58%
Holding current value
$36.7 Million
Previous $29.2 Million
25.46%
% of portfolio
5.29%
Previous 4.24%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
1,054Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.46 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$810 Million17.44% of portfolio