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 $15.9 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
346,902
Previous 846,296
59.01%
Holding current value
$15.9 Million
Previous $36.1 Million
55.43%
% of portfolio
4.22%
Previous 4.93%
Shares
12 transactions
Others Institutions Holding SPSM
# of Institutions
986Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio