Advocacy Wealth Management Services, LLC Spdr Portfolio S&P 1500 Compos 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 1500 Compos stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 62,908 shares of SPTM stock, worth $4.33 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
62,908
Previous 62,908 -0.0%
Holding current value
$4.33 Million
Previous $4.41 Million 1.95%
% of portfolio
0.37%
Previous 0.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$63.28 - $70.06 $240,147 - $265,877
3,795 Added 6.42%
62,908 $4.41 Million
Q2 2024

Jul 10, 2024
SELL
$60.69 - $66.83 $3,702 - $4,076
-61 Reduced 0.1%
59,113 $3.92 Million
Q1 2024

Apr 15, 2024
BUY
$57.38 - $64.15 $290,342 - $324,599
5,060 Added 9.35%
59,174 $3.8 Million
Q2 2021

Jul 02, 2021
SELL
$49.77 - $52.97 $348,390 - $370,790
-7,000 Reduced 11.45%
54,114 $2.87 Million
Q4 2020

Jan 06, 2021
BUY
$39.96 - $46.09 $43,716 - $50,422
1,094 Added 1.82%
61,114 $2.82 Million
Q3 2020

Oct 02, 2020
BUY
$37.97 - $43.65 $23,997 - $27,586
632 Added 1.06%
60,020 $2.47 Million
Q2 2020

Jul 02, 2020
BUY
$29.99 - $39.74 $826,134 - $1.09 Million
27,547 Added 86.51%
59,388 $2.24 Million
Q1 2020

Apr 02, 2020
BUY
$27.12 - $41.81 $863,527 - $1.33 Million
31,841 New
31,841 $955,000

Others Institutions Holding SPTM

# of Institutions
679
Shares Held
93.5M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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