Atlas Private Wealth Advisors SPMD Holdings History
Atlas Private Wealth Advisors's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 1.47 Mil shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $75.10 Mil. This investment constitutes 10.54% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.62% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2022Q2. And since then Atlas Private Wealth Advisors has made 9 purchases of SPMD, at an average price of $47.15, for a total of 2.09 Mil shares. In addition, there have been 3 sales at an average price of $48.68 for 623,431.00 shares. Based on historical transaction data and SPMD's current price of $55.78, Atlas Private Wealth Advisors's estimated gain on his SPMD holdings is $13.62 Mil, reflecting a 13.81% gain to date.
Atlas Private Wealth Advisors SPMD ($55.78) Holding Chart
Atlas Private Wealth Advisors SPMD ($55.78) 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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