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

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 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 2,595,044 shares of SPDW stock, worth $97.3 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares

2,595,044

Previous 2,635,038 1.52%

Holding current value

$97.3 Million

Previous $99 Million 10.51%

% of portfolio

7.25%

Previous 8.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,040

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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