Advocacy Wealth Management Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 4,294,685 shares of SPLG stock, worth $308 Million. This represents 24.22% of its overall portfolio holdings.

Number of Shares

4,294,685

Previous 4,757,615 9.73%

Holding current value

$308 Million

Previous $321 Million 7.82%

% of portfolio

24.22%

Previous 27.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$66.77 - $71.52 $30.9 Million - $33.1 Million	-462,930 Reduced 9.73%	4,294,685 $296 Million
Q3 2024 Oct 31, 2024	SELL	$60.84 - $67.51 $18 Million - $20 Million	-295,912 Reduced 5.86%	4,757,615 $321 Million
Q2 2024 Jul 10, 2024	SELL	$58.24 - $64.51 $15.8 Million - $17.5 Million	-270,788 Reduced 5.09%	5,053,527 $323 Million
Q1 2024 Apr 15, 2024	BUY	$54.97 - $61.53 $184 Million - $206 Million	3,341,587 Added 168.53%	5,324,315 $328 Million
Q4 2023 Jan 23, 2024	BUY	$48.29 - $56.08 $95.7 Million - $111 Million	1,982,728 New	1,982,728 $111 Million

Others Institutions Holding SPLG

# of Institutions

1,289

Shares Held

550M

Call Options Held

408K

Put Options Held

745K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Industry ETFs

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Advocacy Wealth Management Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History