Financial Advocates Investment Management Spdr Index Shs Fds S Spdr Port Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Financial Advocates Investment Management holds 16,633 shares of SPGM stock, worth $1.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,633

Previous 15,012 10.8%

Holding current value

$1.09 Million

Previous $912,000 18.09%

% of portfolio

0.06%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$57.85 - $64.92 $93,774 - $105,235	1,621 Added 10.8%	16,633 $1.08 Million
Q2 2024 Jul 26, 2024	BUY	$56.67 - $60.99 $198,345 - $213,465	3,500 Added 30.4%	15,012 $912,000
Q1 2024 May 01, 2024	BUY	$54.21 - $59.68 $56,161 - $61,828	1,036 Added 9.89%	11,512 $687,000
Q4 2023 Feb 08, 2024	SELL	$48.07 - $55.48 $40,378 - $46,603	-840 Reduced 7.42%	10,476 $579,000
Q3 2023 Oct 27, 2023	SELL	$50.1 - $54.28 $157,013 - $170,113	-3,134 Reduced 21.69%	11,316 $571,000
Q2 2023 Aug 07, 2023	SELL	$49.47 - $52.62 $3.51 Million - $3.74 Million	-71,050 Reduced 83.1%	14,450 $756,000
Q1 2023 May 11, 2023	BUY	$46.63 - $51.08 $203,866 - $223,321	4,372 Added 5.39%	85,500 $4.26 Million
Q4 2022 Feb 14, 2023	SELL	$42.72 - $49.46 $68,394 - $79,185	-1,601 Reduced 1.94%	81,128 $3.78 Million
Q3 2022 Nov 14, 2022	SELL	$42.78 - $50.95 $764,136 - $910,068	-17,862 Reduced 17.76%	82,729 $3.64 Million
Q2 2022 Aug 12, 2022	BUY	$44.97 - $55.51 $4.18 Million - $5.16 Million	92,886 Added 1205.53%	100,591 $4.63 Million
Q1 2022 May 11, 2022	BUY	$50.64 - $58.29 $390,181 - $449,124	7,705 New	7,705 $422,000
Q4 2021 Feb 14, 2022	SELL	$54.48 - $58.88 $259,379 - $280,327	-4,761 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$54.18 - $57.66 $257,950 - $274,519	4,761 New	4,761 $261,000
Q2 2021 Aug 03, 2021	SELL	$52.95 - $55.77 $264,961 - $279,073	-5,004 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$48.86 - $52.85 $26,286 - $28,433	538 Added 12.05%	5,004 $262,000
Q4 2020 Feb 12, 2021	BUY	$42.03 - $49.28 $187,705 - $220,084	4,466 New	4,466 $218,000

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.76M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Financial Advocates Investment Management Spdr Index Shs Fds S Spdr Port Transaction History