A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 8,919 shares of SPTS stock, worth $257,491. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,919
Previous 15,476 42.37%
Holding current value
$257,491
Previous $449,000 42.76%
% of portfolio
0.02%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$28.84 - $29.16 $189,103 - $191,202
-6,557 Reduced 42.37%
8,919 $257,000
Q4 2023

Jan 23, 2024

BUY
$28.59 - $29.06 $48,574 - $49,372
1,699 Added 12.33%
15,476 $449,000
Q2 2023

Jul 20, 2023

SELL
$28.78 - $29.3 $153,454 - $156,227
-5,332 Reduced 27.9%
13,777 $396,000
Q1 2023

Apr 14, 2023

BUY
$28.64 - $29.36 $22,196 - $22,754
775 Added 4.23%
19,109 $558,000
Q4 2022

Jan 27, 2023

SELL
$28.72 - $29.07 $82,627 - $83,634
-2,877 Reduced 13.56%
18,334 $0
Q3 2022

Oct 06, 2022

BUY
N/A
21,211 New
21,211 $614,000

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
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.