AWMS
Advocacy Wealth Management Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Hold |
852
| – | – | 0.03% | 54 |
|
|
2025
Q1 | $477K | Hold |
852
| – | – | 0.03% | 53 |
|
|
2024
Q4 | $499K | Hold |
852
| – | – | 0.04% | 44 |
|
|
2024
Q3 | $489K | Hold |
852
| – | – | 0.04% | 43 |
|
|
2024
Q2 | $464K | Sell |
852
-807
| -49% | -$439K | 0.04% | 47 |
|
|
2024
Q1 | $868K | Hold |
1,659
| – | – | 0.07% | 46 |
|
|
2023
Q4 | $789K | Hold |
1,659
| – | – | 0.07% | 44 |
|
|
2023
Q3 | $709K | Hold |
1,659
| – | – | 0.08% | 30 |
|
|
2023
Q2 | $735K | Hold |
1,659
| – | – | 0.08% | 29 |
|
|
2023
Q1 | $679K | Hold |
1,659
| – | – | 0.08% | 28 |
|
|
2022
Q4 | $634K | Sell |
1,659
-1
| -0.1% | -$382 | 0.08% | 31 |
|
|
2022
Q3 | $626K | Buy |
1,660
+1
| +0.1% | +$377 | 0.09% | 28 |
|
|
2022
Q2 | $626K | Hold |
1,659
| – | – | 0.1% | 28 |
|
|
2022
Q1 | $751K | Hold |
1,659
| – | – | 0.13% | 26 |
|
|
2021
Q4 | $788K | Hold |
1,659
| – | – | 0.13% | 25 |
|
|
2021
Q3 | $712K | Hold |
1,659
| – | – | 0.13% | 26 |
|
|
2021
Q2 | $710K | Hold |
1,659
| – | – | 0.13% | 27 |
|
|
2021
Q1 | $665K | Hold |
1,659
| – | – | 0.13% | 33 |
|
|
2020
Q4 | $620K | Buy |
+1,659
| New | +$620K | 0.09% | 35 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$79K | – | 196 |
|
|
2018
Q1 | $79K | Buy |
300
+200
| +200% | +$52.7K | 0.05% | 28 |
|
|
2017
Q4 | $27K | Hold |
100
| – | – | 0.02% | 84 |
|
|
2017
Q3 | $25K | Sell |
100
-1,405
| -93% | -$351K | 0.01% | 115 |
|
|
2017
Q2 | $364K | Buy |
1,505
+1,340
| +812% | +$324K | 0.13% | 30 |
|
|
2017
Q1 | $39K | Sell |
165
-2
| -1% | -$473 | 0.01% | 90 |
|
|
2016
Q4 | $37K | Buy |
167
+41
| +33% | +$9.08K | 0.01% | 93 |
|
|
2016
Q3 | $27K | Sell |
126
-15,826
| -99% | -$3.39M | 0.01% | 163 |
|
|
2016
Q2 | $127K | Buy |
15,952
+7,339
| +85% | +$58.4K | 0.06% | 88 |
|
|
2016
Q1 | $1.77M | Sell |
8,613
-16,055
| -65% | -$3.3M | 1.23% | 23 |
|
|
2015
Q4 | $5.03M | Buy |
+24,668
| New | +$5.03M | 5.69% | 1 |
|
|
2013
Q3 | $3.84M | Buy |
22,603
+13,425
| +146% | +$2.28M | 10.5% | 1 |
|
|
2013
Q2 | $1.47M | Buy |
+9,178
| New | +$1.47M | 5.87% | 2 |
|