Advocacy Wealth Management Services’s State Street 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
2026 Q1	$4.94M	Sell	62,504 -21	-0%	-$1.73K	0.22%	63
2025 Q4	$5.16M	Hold	62,525	–	–	0.22%	63
2025 Q3	$5.04M	Hold	62,525	–	–	0.22%	67
2025 Q2	$4.68M	Hold	62,525	–	–	0.29%	40
2025 Q1	$4.25M	Sell	62,525 -383	-0.6%	-$27.4K	0.29%	40
2024 Q4	$4.49M	Hold	62,908	–	–	0.34%	34
2024 Q3	$4.41M	Buy	62,908 +3,795	+6%	+$256K	0.35%	29
2024 Q2	$3.92M	Sell	59,113 -61	-0.1%	-$3.91K	0.32%	30
2024 Q1	$3.8M	Buy	59,174 +5,060	+9%	+$309K	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%	-$362K	0.53%	21
2021 Q1	$3.04M	Hold	61,114	–	–	0.61%	26
2020 Q4	$2.82M	Buy	61,114 +1,094	+2%	+$47.7K	0.42%	26
2020 Q3	$2.47M	Buy	60,020 +632	+1%	+$25.6K	0.4%	28
2020 Q2	$2.24M	Buy	59,388 +27,547	+87%	+$985K	0.45%	25
2020 Q1	$955K	Buy	+31,841	New	+$1.2M	0.21%	24