FINANCIAL ADVOCATES INVESTMENT MANAGEMENT – SPDR Portfolio S&P 500 Value ETF Transaction History
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:
$1.37M
portfolio value
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.32% | 3.72K shares | 415K | $34.49 | 29.77K |
| Q2 2022 | share | Decrease | -2.95% | -791 shares | -161K | $36.82 | 26.04K |
| Q1 2022 | share | Increase | +14.39% | 3.37K shares | 135K | $41.75 | 26.83K |
| Q4 2021 | share | Decrease | -3.33% | -808 shares | 38K | $42 | 23.45K |
| Q3 2021 | share | Increase | +4.24% | 986 shares | 27K | $39 | 24.26K |
| Q2 2021 | share | Decrease | -1.14% | -269 shares | 28K | $39.35 | 23.27K |
| Q1 2021 | share | Decrease | -3.25% | -790 shares | 52K | $37.53 | 23.54K |
| Q4 2020 | share | Decrease | -0.27% | -67 shares | 103K | $33.84 | 24.33K |
| Q3 2020 | share | Increase | +2.13% | 510 shares | 45K | $29.54 | 24.40K |
| Q2 2020 | share | Decrease | -0.78% | -189 shares | 69K | $28.17 | 23.89K |
| Q1 2020 | share | Increase | +16.61% | 3.43K shares | -98K | $24.94 | 24.08K |
| Q4 2019 | share | Increase | +1.12% | 229 shares | 68K | $33.35 | 20.65K |
| Q3 2019 | share | Decrease | -3.66% | -775 shares | -10K | $30.35 | 20.42K |
| Q2 2019 | share | Decrease | -8.66% | -2.00K shares | -40K | $29.53 | 21.2K |
| Q1 2019 | share | Increase | +63.48% | 9.01K shares | 317K | $28.4 | 23.20K |
| Q4 2018 | share | Decrease | -1.09% | -157 shares | -61K | $25.33 | 14.19K |
| Q3 2018 | share | Increase | +17.66% | 2.15K shares | 86K | $28.77 | 14.35K |
| Q2 2018 | share | 0.00% | 0 shares | 2K | $27.2 | 12.2K | |
| Q1 2018 | share | 0.00% | 0 shares | -15K | $26.82 | 12.2K | |
| Q4 2017 | share | Increase | 0.00% | 12.2K shares | 374K | $27.83 | 12.2K |