Financial Advocates Investment Management Spdr Index Shs Fds S Spdr Port Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Financial Advocates Investment Management holds 15,599 shares of SPGM stock, worth $989,132. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,599
Previous 16,633 6.22%
Holding current value
$989,132
Previous $1.08 Million 8.36%
% of portfolio
0.06%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$63.23 - $66.65 $65,379 - $68,916
-1,034 Reduced 6.22%
15,599 $987,000
Q3 2024

Oct 25, 2024
BUY
$57.85 - $64.92 $93,774 - $105,235
1,621 Added 10.8%
16,633 $1.08 Million
Q2 2024

Jul 26, 2024
BUY
$56.67 - $60.99 $198,345 - $213,465
3,500 Added 30.4%
15,012 $912,000
Q1 2024

May 01, 2024
BUY
$54.21 - $59.68 $56,161 - $61,828
1,036 Added 9.89%
11,512 $687,000
Q4 2023

Feb 08, 2024
SELL
$48.07 - $55.48 $40,378 - $46,603
-840 Reduced 7.42%
10,476 $579,000
Q3 2023

Oct 27, 2023
SELL
$50.1 - $54.28 $157,013 - $170,113
-3,134 Reduced 21.69%
11,316 $571,000
Q2 2023

Aug 07, 2023
SELL
$49.47 - $52.62 $3.51 Million - $3.74 Million
-71,050 Reduced 83.1%
14,450 $756,000
Q1 2023

May 11, 2023
BUY
$46.63 - $51.08 $203,866 - $223,321
4,372 Added 5.39%
85,500 $4.26 Million
Q4 2022

Feb 14, 2023
SELL
$42.72 - $49.46 $68,394 - $79,185
-1,601 Reduced 1.94%
81,128 $3.78 Million
Q3 2022

Nov 14, 2022
SELL
$42.78 - $50.95 $764,136 - $910,068
-17,862 Reduced 17.76%
82,729 $3.64 Million
Q2 2022

Aug 12, 2022
BUY
$44.97 - $55.51 $4.18 Million - $5.16 Million
92,886 Added 1205.53%
100,591 $4.63 Million
Q1 2022

May 11, 2022
BUY
$50.64 - $58.29 $390,181 - $449,124
7,705 New
7,705 $422,000
Q4 2021

Feb 14, 2022
SELL
$54.48 - $58.88 $259,379 - $280,327
-4,761 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$54.18 - $57.66 $257,950 - $274,519
4,761 New
4,761 $261,000
Q2 2021

Aug 03, 2021
SELL
$52.95 - $55.77 $264,961 - $279,073
-5,004 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$48.86 - $52.85 $26,286 - $28,433
538 Added 12.05%
5,004 $262,000
Q4 2020

Feb 12, 2021
BUY
$42.03 - $49.28 $187,705 - $220,084
4,466 New
4,466 $218,000

Others Institutions Holding SPGM

# of Institutions
142
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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