Financial Advocates Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Advocates Investment Management

$1.18 Billion
Q2 2025

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advocates Investment Management holds 60,074 shares of SPDW stock, worth $2.56 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

60,074

Previous 135,365 55.62%

Holding current value

$2.56 Million

Previous $4.93 Million 50.65%

% of portfolio

0.21%

Previous 0.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$32.66 - $40.75 $2.46 Million - $3.07 Million	-75,291 Reduced 55.62%	60,074 $2.43 Million
Q1 2025 Apr 28, 2025	BUY	$33.84 - $37.77 $3.13 Million - $3.49 Million	92,492 Added 215.73%	135,365 $4.93 Million
Q4 2024 Jan 27, 2025	BUY	$34.13 - $37.35 $123,379 - $135,020	3,615 Added 9.21%	42,873 $1.46 Million
Q3 2024 Oct 25, 2024	BUY	$33.74 - $37.96 $98,756 - $111,108	2,927 Added 8.06%	39,258 $1.47 Million
Q2 2024 Jul 26, 2024	SELL	$34.2 - $36.64 $478 - $512	-14 Reduced 0.04%	36,331 $1.27 Million
Q1 2024 May 01, 2024	SELL	$32.85 - $35.9 $102,754 - $112,295	-3,128 Reduced 7.92%	36,345 $1.3 Million
Q4 2023 Feb 08, 2024	BUY	$29.46 - $34.07 $197,440 - $228,337	6,702 Added 20.45%	39,473 $1.34 Million
Q3 2023 Oct 27, 2023	BUY	$30.88 - $33.58 $206,401 - $224,448	6,684 Added 25.62%	32,771 $1.02 Million
Q2 2023 Aug 07, 2023	BUY	$31.7 - $33.66 $357,607 - $379,718	11,281 Added 76.19%	26,087 $848,000
Q1 2023 May 11, 2023	BUY	$29.83 - $32.71 $171,164 - $187,689	5,738 Added 63.28%	14,806 $475,000
Q4 2022 Feb 14, 2023	BUY	$25.7 - $31.02 $233,047 - $281,289	9,068 New	9,068 $269,000
Q1 2022 May 11, 2022	SELL	$31.42 - $36.91 $358,439 - $421,069	-11,408 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$35.28 - $37.98 $402,474 - $433,275	11,408 New	11,408 $416,000
Q3 2019 Nov 13, 2019	SELL	$29.1 - $29.66 $2.2 Million - $2.25 Million	-75,764 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	2,025 Added 2.75%	75,764 $2.24 Million
Q1 2019 May 16, 2019	BUY	N/A	6,005 Added 8.87%	73,739 $2.15 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,273 Added 19.97%	67,734 $0
Q3 2018 Nov 14, 2018	BUY	N/A	6,667 Added 13.39%	56,461 $0
Q2 2018 Aug 09, 2018	BUY	N/A	14,084 Added 39.44%	49,794 $1.5 Million
Q1 2018 May 11, 2018	BUY	N/A	35,710 New	35,710 $1.12 Million

Others Institutions Holding SPDW

# of Institutions

1,149

Shares Held

576M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History