Advocacy Wealth Management Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Advocacy Wealth Management Services, LLC
- $1.92 Billion
- Q3 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 744,245 shares of SPEM stock, worth $35.3 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
744,245
Previous 681,809
9.16%
Holding current value
$35.3 Million
Previous $29.1 Million
19.55%
% of portfolio
1.82%
Previous 2.25%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio