Advocacy Wealth Management, LLC SPTL — SPDR SER TR

Ownership history in Advocacy Wealth Management, LLC  ·  9 quarters on record

AI Ownership Summary

Advocacy Wealth Management, LLC reported SPDR SER TR (SPTL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.95% in 2025 Q2. The latest visible filing shows SPTL at 4.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advocacy Wealth Management, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPTL was reported at 4.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.95% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPTL stock page Advocacy Wealth Management, LLC fund profile Advocacy Wealth Management, LLC full holdings
How Advocacy Wealth Management, LLC held SPTL — position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 3,827,669 -103,716 -2.6% 4.24% $101.3M 2026-02-14 (Est.) $26.96
2025 Q3 ADDED — — — 3,931,385 +284,204 +7.8% 4.60% $106.0M 2025-11-14 $26.39
2025 Q2 ADDED — — — 3,647,181 +900,067 +32.8% 5.95% $96.9M 2025-08-13 $25.77
2025 Q1 ADDED — — — 2,747,114 +273,070 +11.0% 5.10% $74.9M 2025-05-06 $25.36
2024 Q4 ADDED — — — 2,474,044 +2,153 +0.1% 4.93% $64.8M 2025-02-14 $25.45
2024 Q3 ADDED — — — 2,471,891 +284,199 +13.0% 5.64% $71.9M 2024-10-31 $25.85
2024 Q2 ADDED — — — 2,187,692 +412,859 +23.3% 4.91% $59.5M 2024-07-10 $25.57
2024 Q1 ADDED — — — 1,774,833 +399,025 +29.0% 4.26% $49.6M 2024-04-15 $24.32
2023 Q4 INITIATED — — — 1,375,808 — — 3.79% $39.9M 2024-01-23 $25.37

🏢 Other funds also holding SPTL

As of 2026 Q1 — sorted by position size

Impact Investors, Inc 9.45% J.E. Simmons & Co., P.C. 8.67% Appalachian Capital Management Ltd 7.4% Tennessee Valley Asset Management Partners 3Y 5.75% Targeted Financial Services LLC 4.29% Roberts Financial Services LLC 3Y 7Y 3.93% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.31% FLP Wealth Management, LLC 2.62% Stratos Wealth Advisors, LLC 3Y 7Y 2.51% Roan Capital Partners 2.46%

FAQ About Advocacy Wealth Management, LLC and SPTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advocacy Wealth Management, LLC reported owning SPTL?

Advocacy Wealth Management, LLC reported SPTL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPTL position in Advocacy Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPTL was 5.95% in 2025 Q2.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2025 Q4, when Advocacy Wealth Management, LLC reported 3,827,669 shares, equal to 4.24% of portfolio, with an estimated market value of $101.3M.

What does the chart on this SPTL ownership page compare?

The chart compares Advocacy Wealth Management, LLC's quarterly SPTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advocacy Wealth Management, LLC time their SPTL position?

Based on 13F filing dates vs. subsequent SPTL price moves, Advocacy Wealth Management, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on SPTL relative to SPY over the holding period was -13.7%.

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