Avidian Wealth Solutions, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 763,291 shares of SPLG stock, worth $59.7 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

763,291

Previous 985,796 22.57%

Holding current value

$59.7 Million

Previous $64.8 Million 14.41%

% of portfolio

2.34%

Previous 2.97%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$58.41 - $72.69 $13 Million - $16.2 Million	-222,505 Reduced 22.57%	763,291 $55.5 Million
Q1 2025 Apr 25, 2025	BUY	$64.88 - $72.1 $9.44 Million - $10.5 Million	145,555 Added 17.32%	985,796 $64.8 Million
Q4 2024 Jan 29, 2025	BUY	$66.77 - $71.52 $574,288 - $615,143	8,601 Added 1.03%	840,241 $57.9 Million
Q3 2024 Oct 30, 2024	SELL	$60.84 - $67.51 $6.58 Million - $7.3 Million	-108,125 Reduced 11.51%	831,640 $56.1 Million
Q2 2024 Aug 06, 2024	SELL	$58.24 - $64.51 $6.29 Million - $6.97 Million	-108,021 Reduced 10.31%	939,765 $60.1 Million
Q1 2024 May 03, 2024	BUY	$54.97 - $61.53 $7.06 Million - $7.9 Million	128,389 Added 13.96%	1,047,786 $64.5 Million
Q4 2023 Feb 06, 2024	BUY	$48.29 - $56.08 $11.2 Million - $13.1 Million	232,942 Added 33.93%	919,397 $51.4 Million
Q3 2023 Oct 13, 2023	BUY	$50.09 - $53.81 $3.43 Million - $3.68 Million	68,398 Added 11.07%	686,455 $34.5 Million
Q2 2023 Aug 03, 2023	BUY	$47.56 - $52.11 $5.22 Million - $5.72 Million	109,745 Added 21.59%	618,057 $32.2 Million
Q1 2023 May 08, 2023	BUY	$44.61 - $48.99 $15.8 Million - $17.3 Million	353,984 Added 229.37%	508,312 $24.5 Million
Q4 2022 Feb 06, 2023	BUY	$41.93 - $47.9 $636,078 - $726,643	15,170 Added 10.9%	154,328 $6.94 Million
Q3 2022 Nov 03, 2022	BUY	$41.99 - $50.54 $1.57 Million - $1.89 Million	37,471 Added 36.85%	139,158 $5.84 Million
Q2 2022 Jul 29, 2022	BUY	$43.16 - $53.73 $1.01 Million - $1.26 Million	23,490 Added 30.04%	101,687 $4.51 Million
Q1 2022 May 10, 2022	BUY	$48.98 - $56.19 $1.78 Million - $2.04 Million	36,250 Added 86.42%	78,197 $4.16 Million
Q4 2021 Feb 14, 2022	BUY	$50.43 - $56.16 $2.12 Million - $2.36 Million	41,947 New	41,947 $2.34 Million

Others Institutions Holding SPLG

# of Institutions

1,486

Shares Held

731M

Call Options Held

1.37M

Put Options Held

949K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Avidian Wealth Solutions, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History