Apriem Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
2025
Q1
$317K Sell
2024
Q4
$363K Hold
2024
Q3
$356K Hold
2024
Q2
$337K Sell
2024
Q1
$345K Sell
2023
Q4
$464K Sell
2023
Q3
$5.8M Sell
2023
Q2
$6.12M Sell
2023
Q1
$5.7M Buy