Atlas Private Wealth Advisors Spdr Index Shs Fds S Spdr Port Transaction History

Atlas Private Wealth Advisors

$731 Million
Q2 2025

A detailed history of Atlas Private Wealth Advisors transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 8,226 shares of SPGM stock, worth $579,603. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,226

Previous 9,483 13.26%

Holding current value

$579,603

Previous $591,000 4.06%

% of portfolio

0.08%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$55.5 - $69.0 $69,763 - $86,733	-1,257 Reduced 13.26%	8,226 $567,000
Q4 2024 Jan 21, 2025	BUY	$63.23 - $66.65 $3,035 - $3,199	48 Added 0.51%	9,483 $600,000
Q2 2024 Jul 12, 2024	BUY	$56.67 - $60.99 $268,445 - $288,909	4,737 Added 100.83%	9,435 $573,000
Q1 2024 May 03, 2024	SELL	$54.21 - $59.68 $254,624 - $280,316	-4,697 Reduced 49.99%	4,698 $280,000
Q4 2023 Jan 10, 2024	SELL	$48.07 - $55.48 $66,721 - $77,006	-1,388 Reduced 12.87%	9,395 $519,000
Q3 2023 Oct 10, 2023	SELL	$50.1 - $54.28 $42,735 - $46,300	-853 Reduced 7.33%	10,783 $544,000
Q2 2023 Aug 04, 2023	BUY	$49.47 - $52.62 $279,802 - $297,618	5,656 Added 94.58%	11,636 $609,000
Q1 2023 Apr 12, 2023	SELL	$46.63 - $51.08 $36,884 - $40,404	-791 Reduced 11.68%	5,980 $298,000
Q4 2022 Feb 14, 2023	BUY	$42.72 - $49.46 $1,495 - $1,731	35 Added 0.52%	6,771 $315,000
Q3 2022 Nov 14, 2022	SELL	$42.78 - $50.95 $4,278 - $5,095	-100 Reduced 1.46%	6,736 $288,000
Q2 2022 Aug 15, 2022	BUY	$44.97 - $55.51 $64,621 - $79,767	1,437 Added 26.62%	6,836 $314,000
Q1 2022 Apr 26, 2022	SELL	$50.64 - $58.29 $2.15 Million - $2.48 Million	-42,501 Reduced 88.73%	5,399 $296,000
Q4 2021 Apr 21, 2022	BUY	$54.48 - $58.88 $2.61 Million - $2.82 Million	47,900 New	47,900 $2.77 Million

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

9.37M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

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.

Account

Atlas Private Wealth Advisors Spdr Index Shs Fds S Spdr Port Transaction History