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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$930K	Sell	12,792 -1,844	-13%	-$134K	0.23%	83
2025 Q1	$962K	Sell	14,636 -270	-2%	-$17.8K	0.19%	128
2024 Q4	$1.03M	Buy	+14,906	New	+$1.03M	0.2%	116