Advocacy Wealth Management Services, LLC SPLG Holdings History
Advocacy Wealth Management Services, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held 3.93 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $258.57 Mil. This investment constitutes 17.61% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 0.41% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q4. And since then Advocacy Wealth Management Services, LLC has made 2 purchases of SPLG, at an average price of $56.27, for a total of 5.32 Mil shares. In addition, there have been 4 sales at an average price of $66.87 for 1.39 Mil shares. Based on historical transaction data and SPLG's current price of $73.18, Advocacy Wealth Management Services, LLC's estimated gain on his SPLG holdings is $81.25 Mil, reflecting a 27.12% gain to date.
Advocacy Wealth Management Services, LLC SPLG ($73.18) Holding Chart
Advocacy Wealth Management Services, LLC SPLG ($73.18) 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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