Financial Advocates Investment Management Spdr Ser Tr Russell 1000 Core Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Financial Advocates Investment Management holds 6,078 shares of ONEY stock, worth $632,780. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,078

Previous 6,168 1.46%

Holding current value

$632,780

Previous $671,000 1.19%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$106.44 - $113.12 $9,579 - $10,180	-90 Reduced 1.46%	6,078 $663,000
Q3 2024 Oct 25, 2024	SELL	$102.5 - $112.27 $119,925 - $131,355	-1,170 Reduced 15.94%	6,168 $691,000
Q2 2024 Jul 26, 2024	SELL	$102.32 - $108.08 $30,695 - $32,424	-300 Reduced 3.93%	7,338 $761,000
Q4 2023 Feb 08, 2024	BUY	$86.22 - $101.67 $94,842 - $111,837	1,100 Added 16.82%	7,638 $769,000
Q3 2023 Oct 27, 2023	BUY	$90.79 - $100.57 $15,706 - $17,398	173 Added 2.72%	6,538 $597,000
Q2 2023 Aug 07, 2023	BUY	$88.5 - $95.33 $563,302 - $606,775	6,365 New	6,365 $606,000
Q4 2022 Feb 14, 2023	BUY	$84.92 - $99.03 $561,575 - $654,885	6,613 New	6,613 $619,000
Q3 2018 Nov 14, 2018	BUY	N/A	200 New	200 $0

Others Institutions Holding ONEY

# of Institutions

124

Shares Held

5.89M

Call Options Held

Put Options Held

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
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Financial Advocates Investment Management Spdr Ser Tr Russell 1000 Core Transaction History