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 $17.4 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
214,647
Previous 192,031
11.78%
Holding current value
$17.4 Million
Previous $13 Million
23.85%
% of portfolio
2.2%
Previous 1.88%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
724Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$658 Million0.21% of portfolio
-
Cwm, LLC3.21MShares$260 Million0.85% of portfolio
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Creative Planning Overland Park, KS2.97MShares$241 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$233 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$222 Million2.9% of portfolio