Atlas Private Wealth Advisors SPSM Holdings History
Atlas Private Wealth Advisors's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Atlas Private Wealth Advisors held 926,184.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $37.75 Mil. This investment constitutes 5.3% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.35% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2021Q1. And since then Atlas Private Wealth Advisors has made 7 purchases of SPSM, at an average price of $39.45, for a total of 2.00 Mil shares. In addition, there have been 3 sales at an average price of $42.78 for 1.07 Mil shares. Based on historical transaction data and SPSM's current price of $44.05, Atlas Private Wealth Advisors's estimated gain on his SPSM holdings is $7.84 Mil, reflecting a 9.94% gain to date.
Atlas Private Wealth Advisors SPSM ($44.05) Holding Chart
Atlas Private Wealth Advisors SPSM ($44.05) 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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