AWMS
Advocacy Wealth Management Services’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226M | Sell |
3,107,897
-824,195
| -21% | -$59.9M | 13.86% | 1 |
|
|
2025
Q1 | $259M | Sell |
3,932,092
-362,593
| -8% | -$23.8M | 17.61% | 1 |
|
|
2024
Q4 | $296M | Sell |
4,294,685
-462,930
| -10% | -$31.9M | 22.51% | 1 |
|
|
2024
Q3 | $321M | Sell |
4,757,615
-295,912
| -6% | -$20M | 25.21% | 1 |
|
|
2024
Q2 | $323M | Sell |
5,053,527
-270,788
| -5% | -$17.3M | 26.69% | 1 |
|
|
2024
Q1 | $328M | Buy |
5,324,315
+3,341,587
| +169% | +$206M | 28.16% | 1 |
|
|
2023
Q4 | $111M | Buy |
+1,982,728
| New | +$111M | 10.52% | 1 |
|