Atlas Private Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Atlas Private Wealth Advisors
- $731 Million
- Q2 2025
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 846,296 shares of SPSM stock, worth $36.5 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
846,296
Previous 926,184
8.63%
Holding current value
$36.5 Million
Previous $37.6 Million
4.12%
% of portfolio
4.93%
Previous 5.44%
Shares
11 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$974 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$969 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$697 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$270 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$244 Million0.04% of portfolio