Atlas Private Wealth Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Atlas Private Wealth Advisors
- $380 Million
- Q3 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 547,045 shares of SPDW stock, worth $23.9 Million. This represents 6.15% of its overall portfolio holdings.
Number of Shares
547,045
Previous 932,870
41.36%
Holding current value
$23.9 Million
Previous $37.8 Million
38.03%
% of portfolio
6.15%
Previous 5.16%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
1,193Shares Held
609MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP32MShares$1.4 Billion6.42% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio