Atlas Private Wealth Advisors Spdr Portfolio S&P 1500 Compos Transaction History
Atlas Private Wealth Advisors
- $380 Million
- Q3 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 129,749 shares of SPTM stock, worth $10.5 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
129,749
Previous 214,647
39.55%
Holding current value
$10.5 Million
Previous $16.1 Million
34.9%
% of portfolio
2.75%
Previous 2.2%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
760Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
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Cwm, LLC3.13MShares$254 Million0.76% of portfolio
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
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Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
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Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio