Number of Shares
371,670.00
Current Holdings Value*
$14.63 Mil
% of Portfolio
1.85%
Total Estimate Gain
$3.51 Mil
% of Total Estimate Gain
17.72%

ATLAS CAPITAL ADVISORS INC.'s SPDR Portfolio Emerging Markets ETF Holding Summary

As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 371,670.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $14.63 Mil. This investment constitutes 1.85% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0.14% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.

The initial trade took place in 2019Q1. And since then ATLAS CAPITAL ADVISORS INC. has made 16 purchases of SPEM, at an average price of $35.18, for a total of 562,834.00 shares. In addition, there have been 9 sales at an average price of $39.89 for 191,164.00 shares. Based on historical transaction data and SPEM's current price of $42.20, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his SPEM holdings is $3.51 Mil, reflecting a 17.72% gain to date.

ATLAS CAPITAL ADVISORS INC. SPEM ($42.20) Holding Chart

ATLAS CAPITAL ADVISORS INC. SPEM ($42.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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