Advocacy Wealth Management Services’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Hold |
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|
2025
Q1 | $4.25M | Sell |
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|
2024
Q4 | $4.49M | Hold |
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|
2024
Q3 | $4.41M | Buy |
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $3.8M | Buy |
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|
2023
Q4 | $3.16M | Hold |
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|
2023
Q3 | $2.84M | Hold |
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|
2023
Q2 | $2.95M | Hold |
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|
2023
Q1 | $2.73M | Hold |
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|
2022
Q4 | $2.56M | Hold |
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|
2022
Q3 | $2.52M | Hold |
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|
2022
Q2 | $2.52M | Hold |
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|
2022
Q1 | $3.02M | Hold |
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|
2021
Q4 | $3.16M | Hold |
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|
2021
Q3 | $2.87M | Hold |
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|
2021
Q2 | $2.87M | Sell |
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|
2021
Q1 | $3.04M | Hold |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $2.47M | Buy |
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|
2020
Q2 | $2.24M | Buy |
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|
2020
Q1 | $955K | Buy |
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