Advocacy Wealth Management Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Advocacy Wealth Management Services, LLC
- $1.07 Billion
- Q1 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 5,324,315 shares of SPLG stock, worth $330 Million. This represents 30.69% of its overall portfolio holdings.
Number of Shares
5,324,315
Previous 1,982,728
168.53%
Holding current value
$330 Million
Previous $111 Million
195.58%
% of portfolio
30.69%
Previous 10.58%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,014Shares Held
388MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.09 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.84 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.71 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.2MShares$817 Million58.41% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$638 Million0.06% of portfolio