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 $4.4 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
62,908
Previous 62,908 -0.0%
Holding current value
$4.4 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
93.7M
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
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email