Advocacy Wealth Management Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Advocacy Wealth Management Services, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 2,570,825 shares of SPDW stock, worth $92.2 Million. This represents 8.63% of its overall portfolio holdings.

Number of Shares
2,570,825
Previous 2,244,252 14.55%
Holding current value
$92.2 Million
Previous $76.3 Million 20.71%
% of portfolio
8.63%
Previous 7.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$32.85 - $35.9 $10.7 Million - $11.7 Million
326,573 Added 14.55%
2,570,825 $92.1 Million
Q4 2023

Jan 23, 2024
BUY
$29.46 - $34.07 $66.1 Million - $76.5 Million
2,244,252 New
2,244,252 $76.3 Million
Q3 2022

Oct 06, 2022
BUY
N/A
204 New
204 $6,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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