Advocacy Wealth Management, LLC SPTL holdings history
SS SPDR PF LNG TRM TSY E-USD · CUSIP 78464A664 · CIK 1569452
As of 2026-06-30, Advocacy Wealth Management, LLC reported 1.61M SPTL (shares), valued at $42.36M, or 1.54% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 59.41%; reported value decreased 59.52%, and weight changed -3.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.54% | 1,614,833 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 4.63% | 3,978,825 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 4.24% | 3,827,669 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 4.60% | 3,931,385 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 5.95% | 3,647,181 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 5.10% | 2,747,114 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 4.93% | 2,474,044 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 5.64% | 2,471,891 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 4.91% | 2,187,692 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 4.26% | 1,774,833 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 3.79% | 1,375,808 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.79% | 1,375,808 | $39.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 4.26% | 1,774,833 | $49.59M | Shares increased 29.00%; reported value increased 24.20%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 4.91% | 2,187,692 | $59.55M | Shares increased 23.26%; reported value increased 20.09%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 5.64% | 2,471,891 | $71.86M | Shares increased 12.99%; reported value increased 20.67%, and weight changed +0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 4.93% | 2,474,044 | $64.80M | Shares increased 0.09%; reported value decreased 9.83%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 5.10% | 2,747,114 | $74.89M | Shares increased 11.04%; reported value increased 15.57%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 5.95% | 3,647,181 | $96.94M | Shares increased 32.76%; reported value increased 29.45%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 4.60% | 3,931,385 | $105.95M | Shares increased 7.79%; reported value increased 9.29%, and weight changed -1.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 4.24% | 3,827,669 | $101.32M | Shares decreased 2.64%; reported value decreased 4.37%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 4.63% | 3,978,825 | $104.64M | Shares increased 3.95%; reported value increased 3.28%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.54% | 1,614,833 | $42.36M | Shares decreased 59.41%; reported value decreased 59.52%, and weight changed -3.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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