Advocacy Wealth Management Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 62,908 shares of SPTM stock, worth $4.45 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

62,908

Previous 59,113 6.42%

Holding current value

$4.45 Million

Previous $3.92 Million 12.37%

% of portfolio

0.38%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$63.28 - $70.06 $240,147 - $265,877	3,795 Added 6.42%	62,908 $4.41 Million
Q2 2024 Jul 10, 2024	SELL	$60.69 - $66.83 $3,702 - $4,076	-61 Reduced 0.1%	59,113 $3.92 Million
Q1 2024 Apr 15, 2024	BUY	$57.38 - $64.15 $290,342 - $324,599	5,060 Added 9.35%	59,174 $3.8 Million
Q2 2021 Jul 02, 2021	SELL	$49.77 - $52.97 $348,390 - $370,790	-7,000 Reduced 11.45%	54,114 $2.87 Million
Q4 2020 Jan 06, 2021	BUY	$39.96 - $46.09 $43,716 - $50,422	1,094 Added 1.82%	61,114 $2.82 Million
Q3 2020 Oct 02, 2020	BUY	$37.97 - $43.65 $23,997 - $27,586	632 Added 1.06%	60,020 $2.47 Million
Q2 2020 Jul 02, 2020	BUY	$29.99 - $39.74 $826,134 - $1.09 Million	27,547 Added 86.51%	59,388 $2.24 Million
Q1 2020 Apr 02, 2020	BUY	$27.12 - $41.81 $863,527 - $1.33 Million	31,841 New	31,841 $955,000

Others Institutions Holding SPTM

# of Institutions

631

Shares Held

85.4M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Account

Advocacy Wealth Management Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History