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 $39.1 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
846,296
Previous 926,184
8.63%
Holding current value
$39.1 Million
Previous $37.6 Million
4.12%
% of portfolio
4.93%
Previous 5.44%
Shares
11 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.1 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.08 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$814 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$289 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$284 Million0.05% of portfolio