Atlas Private Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Atlas Private Wealth Advisors
- $380 Million
- Q3 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 346,902 shares of SPSM stock, worth $15.8 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
346,902
Previous 846,296
59.01%
Holding current value
$15.8 Million
Previous $36.1 Million
55.43%
% of portfolio
4.22%
Previous 4.93%
Shares
12 transactions
Others Institutions Holding SPSM
# of Institutions
1,006Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio