AA
Apriem Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
4,650
-164
| -3% | -$11.9K | 0.04% | 139 |
|
|
2025
Q1 | $317K | Sell |
4,814
-455
| -9% | -$29.9K | 0.04% | 138 |
|
|
2024
Q4 | $363K | Hold |
5,269
| – | – | 0.04% | 127 |
|
|
2024
Q3 | $356K | Hold |
5,269
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $337K | Sell |
5,269
-345
| -6% | -$22.1K | 0.04% | 127 |
|
|
2024
Q1 | $345K | Sell |
5,614
-2,690
| -32% | -$166K | 0.04% | 129 |
|
|
2023
Q4 | $464K | Sell |
8,304
-107,153
| -93% | -$5.99M | 0.06% | 103 |
|
|
2023
Q3 | $5.8M | Sell |
115,457
-1,962
| -2% | -$98.6K | 0.85% | 29 |
|
|
2023
Q2 | $6.12M | Sell |
117,419
-975
| -0.8% | -$50.8K | 0.92% | 29 |
|
|
2023
Q1 | $5.7M | Buy |
+118,394
| New | +$5.7M | 0.91% | 28 |
|