AWMS
Advocacy Wealth Management Services’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Hold |
62,525
| – | – | 0.29% | 40 |
|
|
2025
Q1 | $4.25M | Sell |
62,525
-383
| -0.6% | -$26K | 0.29% | 40 |
|
|
2024
Q4 | $4.49M | Hold |
62,908
| – | – | 0.34% | 34 |
|
|
2024
Q3 | $4.41M | Buy |
62,908
+3,795
| +6% | +$266K | 0.35% | 29 |
|
|
2024
Q2 | $3.92M | Sell |
59,113
-61
| -0.1% | -$4.05K | 0.32% | 30 |
|
|
2024
Q1 | $3.8M | Buy |
59,174
+5,060
| +9% | +$325K | 0.33% | 32 |
|
|
2023
Q4 | $3.16M | Hold |
54,114
| – | – | 0.3% | 38 |
|
|
2023
Q3 | $2.84M | Hold |
54,114
| – | – | 0.32% | 23 |
|
|
2023
Q2 | $2.95M | Hold |
54,114
| – | – | 0.34% | 22 |
|
|
2023
Q1 | $2.73M | Hold |
54,114
| – | – | 0.33% | 22 |
|
|
2022
Q4 | $2.56M | Hold |
54,114
| – | – | 0.34% | 24 |
|
|
2022
Q3 | $2.52M | Hold |
54,114
| – | – | 0.37% | 22 |
|
|
2022
Q2 | $2.52M | Hold |
54,114
| – | – | 0.4% | 23 |
|
|
2022
Q1 | $3.02M | Hold |
54,114
| – | – | 0.52% | 16 |
|
|
2021
Q4 | $3.16M | Hold |
54,114
| – | – | 0.53% | 21 |
|
|
2021
Q3 | $2.87M | Hold |
54,114
| – | – | 0.52% | 21 |
|
|
2021
Q2 | $2.87M | Sell |
54,114
-7,000
| -11% | -$371K | 0.53% | 21 |
|
|
2021
Q1 | $3.04M | Hold |
61,114
| – | – | 0.61% | 26 |
|
|
2020
Q4 | $2.82M | Buy |
61,114
+1,094
| +2% | +$50.4K | 0.42% | 26 |
|
|
2020
Q3 | $2.47M | Buy |
60,020
+632
| +1% | +$26K | 0.4% | 28 |
|
|
2020
Q2 | $2.24M | Buy |
59,388
+27,547
| +87% | +$1.04M | 0.45% | 25 |
|
|
2020
Q1 | $955K | Buy |
+31,841
| New | +$955K | 0.21% | 24 |
|