Advocacy Wealth Management Services, LLC SPDW Holdings History
Advocacy Wealth Management Services, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held 2.08 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $75.67 Mil. This investment constitutes 5.15% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 0.31% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2022Q3. And since then Advocacy Wealth Management Services, LLC has made 4 purchases of SPDW, at an average price of $32.18, for a total of 2.65 Mil shares. In addition, there have been 4 sales at an average price of $36.11 for 571,406.00 shares. Based on historical transaction data and SPDW's current price of $40.74, Advocacy Wealth Management Services, LLC's estimated gain on his SPDW holdings is $20.05 Mil, reflecting a 23.51% gain to date.
Advocacy Wealth Management Services, LLC SPDW ($40.74) Holding Chart
Advocacy Wealth Management Services, LLC SPDW ($40.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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