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

Atlas Private Wealth Advisors

$691 Million
Q1 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 9,483 shares of SPGM stock, worth $630,240. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,483

Previous 9,483 -0.0%

Holding current value

$630,240

Previous $600,000 1.5%

% of portfolio

0.09%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

141

Shares Held

9.58M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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