Apriem Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Sell |
25,166
-174
| -0.7% | -$118K | 1.56% | 16 |
|
|
2025
Q4 | $17.3M | Sell |
25,340
-270
| -1% | -$182K | 1.59% | 16 |
|
|
2025
Q3 | $17.1M | Buy |
25,610
+2,382
| +10% | +$1.53M | 1.61% | 15 |
|
|
2025
Q2 | $14.4M | Sell |
23,228
-4,431
| -16% | -$2.53M | 1.53% | 16 |
|
|
2025
Q1 | $15.5M | Buy |
27,659
+614
| +2% | +$361K | 1.81% | 14 |
|
|
2024
Q4 | $15.9M | Buy |
27,045
+460
| +2% | +$271K | 1.82% | 13 |
|
|
2024
Q3 | $15.3M | Buy |
26,585
+4,172
| +19% | +$2.31M | 1.78% | 16 |
|
|
2024
Q2 | $12.2M | Buy |
22,413
+13,864
| +162% | +$7.26M | 1.49% | 20 |
|
|
2024
Q1 | $4.47M | Sell |
8,549
-19,501
| -70% | -$9.71M | 0.56% | 36 |
|
|
2023
Q4 | $13.3M | Sell |
28,050
-6
| -0% | -$2.67K | 1.78% | 15 |
|
|
2023
Q3 | $12M | Buy |
28,056
+78
| +0.3% | +$34.7K | 1.76% | 16 |
|
|
2023
Q2 | $12.4M | Buy |
27,978
+11,891
| +74% | +$4.99M | 1.86% | 16 |
|
|
2023
Q1 | $6.59M | Buy |
16,087
+12,415
| +338% | +$4.95M | 1.05% | 26 |
|
|
2022
Q4 | $1.4M | Sell |
3,672
-131
| -3% | -$50.4K | 0.24% | 50 |
|
|
2022
Q3 | $1.36M | Sell |
3,803
-12,098
| -76% | -$4.8M | 0.24% | 52 |
|
|
2022
Q2 | $6M | Buy |
15,901
+11,568
| +267% | +$4.74M | 1.03% | 26 |
|
|
2022
Q1 | $1.96M | Sell |
4,333
-25,426
| -85% | -$11.3M | 0.29% | 46 |
|
|
2021
Q4 | $14.1M | Buy |
29,759
+23
| +0.1% | +$10.6K | 2% | 15 |
|
|
2021
Q3 | $12.8M | Buy |
29,736
+2
| +0% | +$882 | 1.83% | 20 |
|
|
2021
Q2 | $12.7M | Buy |
29,734
+571
| +2% | +$238K | 1.9% | 20 |
|
|
2021
Q1 | $11.6M | Buy |
29,163
+30
| +0.1% | +$11.6K | 1.79% | 21 |
|
|
2020
Q4 | $10.9M | Sell |
29,133
-164
| -0.6% | -$58.2K | 1.94% | 19 |
|
|
2020
Q3 | $9.81M | Buy |
29,297
+11,401
| +64% | +$3.78M | 1.8% | 20 |
|
|
2020
Q2 | $5.52M | Sell |
17,896
-1,564
| -8% | -$458K | 1.13% | 24 |
|
|
2020
Q1 | $5.02M | Sell |
19,460
-11,746
| -38% | -$3.58M | 1.22% | 25 |
|
|
2019
Q4 | $10M | Sell |
31,206
-715
| -2% | -$220K | 1.93% | 12 |
|
|
2019
Q3 | $9.47M | Buy |
31,921
+29
| +0.1% | +$8.57K | 2.1% | 12 |
|
|
2019
Q2 | $9.34M | Buy |
31,892
+17,940
| +129% | +$5.17M | 2.93% | 7 |
|
|
2019
Q1 | $3.94M | Buy |
13,952
+9,161
| +191% | +$2.49M | 1.04% | 25 |
|
|
2018
Q4 | $1.2M | Sell |
4,791
-26,847
| -85% | -$7.24M | 0.42% | 41 |
|
|
2018
Q3 | $9.2M | Sell |
31,638
-616
| -2% | -$175K | 2.01% | 11 |
|
|
2018
Q2 | $8.75M | Buy |
32,254
+339
| +1% | +$91.5K | 1.97% | 8 |
|
|
2018
Q1 | $8.4M | Buy |
31,915
+335
| +1% | +$91.4K | 2.05% | 10 |
|
|
2017
Q4 | $8.43M | Buy |
31,580
+2,550
| +9% | +$663K | 2.09% | 10 |
|
|
2017
Q3 | $7.29M | Buy |
29,030
+882
| +3% | +$217K | 1.81% | 12 |
|
|
2017
Q2 | $6.81M | Buy |
28,148
+1,017
| +4% | +$244K | 1.8% | 16 |
|
|
2017
Q1 | $6.4M | Buy |
27,131
+8,975
| +49% | +$2.09M | 1.74% | 17 |
|
|
2016
Q4 | $4.06M | Buy |
18,156
+6,169
| +51% | +$1.35M | 1.2% | 27 |
|
|
2016
Q3 | $2.59M | Buy |
11,987
+7,294
| +155% | +$1.58M | 0.77% | 36 |
|
|
2016
Q2 | $983K | Buy |
4,693
+478
| +11% | +$99.2K | 0.32% | 48 |
|
|
2016
Q1 | $866K | Buy |
4,215
+147
| +4% | +$28.7K | 0.34% | 49 |
|
|
2015
Q4 | $829K | Sell |
4,068
-66
| -2% | -$13.6K | 0.3% | 55 |
|
|
2015
Q3 | $792K | Buy |
4,134
+276
| +7% | +$56K | 0.29% | 56 |
|
|
2015
Q2 | $794K | Sell |
3,858
-1,387
| -26% | -$292K | 0.27% | 62 |
|
|
2015
Q1 | $1.08M | Buy |
5,245
+63
| +1% | +$13K | 0.38% | 56 |
|
|
2014
Q4 | $1.06M | Sell |
5,182
-155
| -3% | -$31.2K | 0.39% | 53 |
|
|
2014
Q3 | $1.05M | Sell |
5,337
-1,285
| -19% | -$254K | 0.4% | 60 |
|
|
2014
Q2 | $1.3M | Buy |
6,622
+1
| +0% | +$190 | 0.49% | 56 |
|
|
2014
Q1 | $1.24M | Buy |
6,621
+211
| +3% | +$38.7K | 0.47% | 56 |
|
|
2013
Q4 | $1.18M | Sell |
6,410
-268
| -4% | -$47.4K | 0.46% | 53 |
|
|
2013
Q3 | $1.12M | Buy |
6,678
+51
| +0.8% | +$8.55K | 0.49% | 53 |
|
|
2013
Q2 | $1.06M | Buy |
+6,627
| New | +$1.07M | 0.52% | 50 |
|
Other funds holding SPY
Apriem Advisors's SPY Position: Q1 2026 in Review
Apriem Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.69% in Q1 2026, selling an estimated $118K and leaving 25,166 shares worth $16.4M. The position accounts for 1.56% of the portfolio, ranked #16.
Apriem Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.3M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Apriem Advisors held 25,166 shares of State Street SPDR S&P 500 ETF Trust worth $16.4M as of Q1 2026.
- Apriem Advisors sold 174 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $118K.
- State Street SPDR S&P 500 ETF Trust made up 1.56% of Apriem Advisors's portfolio in Q1 2026, its #16 holding.
- Apriem Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- Apriem Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $17.3M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.