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

Atlas Private Wealth Advisors

$688 Million
Q4 2024

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 301,469 shares of SPEM stock, worth $11.9 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

301,469

Previous 305,463 1.31%

Holding current value

$11.9 Million

Previous $12.6 Million 8.26%

% of portfolio

1.68%

Previous 1.85%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$38.37 - $42.82 $153,249 - $171,023	-3,994 Reduced 1.31%	301,469 $11.6 Million
Q3 2024 Oct 08, 2024	BUY	$36.02 - $41.68 $4.37 Million - $5.05 Million	121,249 Added 65.82%	305,463 $12.6 Million
Q2 2024 Jul 12, 2024	BUY	$35.3 - $38.79 $2.65 Million - $2.91 Million	75,052 Added 68.75%	184,214 $6.94 Million
Q1 2024 May 03, 2024	SELL	$33.69 - $36.47 $9.21 Million - $9.97 Million	-273,271 Reduced 71.46%	109,162 $3.95 Million
Q4 2023 Jan 10, 2024	SELL	$32.26 - $35.46 $7.07 Million - $7.78 Million	-219,309 Reduced 36.45%	382,433 $13.5 Million
Q3 2023 Oct 10, 2023	BUY	$33.36 - $36.37 $2.39 Million - $2.6 Million	71,545 Added 13.49%	601,742 $20.2 Million
Q2 2023 Aug 04, 2023	BUY	$33.2 - $35.75 $9.71 Million - $10.5 Million	292,379 Added 122.94%	530,197 $18.2 Million
Q1 2023 Apr 12, 2023	BUY	$32.49 - $36.44 $1.51 Million - $1.7 Million	46,586 Added 24.36%	237,818 $8.12 Million
Q4 2022 Feb 14, 2023	BUY	$30.18 - $34.51 $1.7 Million - $1.94 Million	56,187 Added 41.61%	191,232 $6.3 Million
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $622,134 - $712,528	20,043 Added 17.43%	135,045 $4.19 Million
Q2 2022 Aug 15, 2022	BUY	$33.85 - $40.03 $3.39 Million - $4.01 Million	100,144 Added 674.01%	115,002 $4 Million
Q4 2021 Apr 21, 2022	SELL	$40.07 - $44.51 $428,188 - $475,633	-10,686 Reduced 41.83%	14,858 $616,000
Q3 2021 Oct 26, 2021	SELL	$41.44 - $45.27 $471,380 - $514,946	-11,375 Reduced 30.81%	25,544 $1.09 Million
Q2 2021 Aug 02, 2021	SELL	$42.87 - $46.35 $831,163 - $898,633	-19,388 Reduced 34.43%	36,919 $1.68 Million
Q1 2021 Apr 28, 2021	BUY	$42.41 - $47.37 $2.39 Million - $2.67 Million	56,307 New	56,307 $2.47 Million

Others Institutions Holding SPEM

# of Institutions

878

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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