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

Advocacy Wealth Management Services, LLC

  • $1.19 Billion
  • Q1 2025

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 2,078,345 shares of SPDW stock, worth $82 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares
2,078,345
Previous 2,595,044 19.91%
Holding current value
$82 Million
Previous $88.6 Million 14.56%
% of portfolio
6.35%
Previous 7.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$33.84 - $37.77 $17.5 Million - $19.5 Million
-516,699 Reduced 19.91%
2,078,345 $75.7 Million
Q4 2024

Feb 14, 2025
SELL
$34.13 - $37.35 $1.36 Million - $1.49 Million
-39,994 Reduced 1.52%
2,595,044 $88.6 Million
Q3 2024

Oct 31, 2024
SELL
$33.74 - $37.96 $489,533 - $550,761
-14,509 Reduced 0.55%
2,635,038 $99 Million
Q2 2024

Jul 10, 2024
BUY
$34.2 - $36.64 $2.69 Million - $2.88 Million
78,722 Added 3.06%
2,649,547 $92.9 Million
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
$25.67 - $30.93 $5,236 - $6,309
204 New
204 $6,000

Others Institutions Holding SPDW

# of Institutions
1,085
Shares Held
550M
Call Options Held
3.1K
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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