Advocacy Wealth Management Services, LLC Spdr S&P 500 ETF Trust Transaction History

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 852 shares of SPY stock, worth $522,216. This represents 0.04% of its overall portfolio holdings.

Number of Shares

852

Previous 852 -0.0%

Holding current value

$522,216

Previous $488,000 2.25%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$495.16 - $548.49 $399,594 - $442,631	-807 Reduced 48.64%	852 $463,000
Q4 2022 Jan 27, 2023	SELL	$357.63 - $407.42 $357 - $407	-1 Reduced 0.06%	1,659 $0
Q3 2022 Oct 06, 2022	BUY	$357.18 - $429.7 $357 - $429	1 Added 0.06%	1,660 $626,000
Q4 2020 Jan 06, 2021	BUY	$326.54 - $373.88 $541,729 - $620,266	1,659 New	1,659 $620,000
Q2 2018 Jul 09, 2018	SELL	$257.47 - $278.92 $77,241 - $83,676	-300 Closed	0 $0
Q1 2018 Apr 12, 2018	BUY	$257.63 - $286.58 $51,526 - $57,316	200 Added 200.0%	300 $79,000
Q3 2017 Oct 13, 2017	BUY	$242.71 - $251.23 $24,271 - $25,123	100	100 $25,000

Others Institutions Holding SPY

# of Institutions

4,974

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Advocacy Wealth Management Services, LLC Spdr S&P 500 ETF Trust Transaction History