Atlas Private Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History
Atlas Private Wealth Advisors
- $731 Million
- Q2 2025
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 214,647 shares of SPTM stock, worth $16.4 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
214,647
Previous 192,031
11.78%
Holding current value
$16.4 Million
Previous $13 Million
23.85%
% of portfolio
2.2%
Previous 1.88%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
718Shares Held
92.5MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$626 Million0.23% of portfolio
-
Cwm, LLC3.21MShares$246 Million0.85% of portfolio
-
Private Advisor Group, LLC3.02MShares$231 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.74MShares$210 Million2.9% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA2.6MShares$199 Million4.66% of portfolio