Avidian Wealth Solutions, LLC Spdr Portfolio Long Term Treas Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 227,031 shares of SPTL stock, worth $5.91 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

227,031

Previous 532,673 57.38%

Holding current value

$5.91 Million

Previous $14 Million 55.64%

% of portfolio

0.28%

Previous 0.65%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$25.54 - $27.64 $7.81 Million - $8.45 Million	-305,642 Reduced 57.38%	227,031 $6.19 Million
Q4 2024 Jan 29, 2025	BUY	$26.05 - $29.17 $415,679 - $465,465	15,957 Added 3.09%	532,673 $14 Million
Q3 2024 Oct 30, 2024	BUY	$26.69 - $29.87 $281,019 - $314,501	10,529 Added 2.08%	516,716 $15 Million
Q2 2024 Aug 06, 2024	BUY	$26.06 - $27.96 $278,164 - $298,445	10,674 Added 2.15%	506,187 $13.8 Million
Q1 2024 May 03, 2024	BUY	$27.25 - $28.98 $776,706 - $826,016	28,503 Added 6.1%	495,513 $13.8 Million
Q4 2023 Feb 06, 2024	BUY	$24.55 - $29.44 $841,132 - $1.01 Million	34,262 Added 7.92%	467,010 $13.6 Million
Q3 2023 Oct 13, 2023	BUY	$26.09 - $29.96 $732,502 - $841,156	28,076 Added 6.94%	432,748 $11.3 Million
Q2 2023 Aug 03, 2023	BUY	$29.25 - $31.5 $3.87 Million - $4.17 Million	132,240 Added 48.54%	404,672 $12.1 Million
Q1 2023 May 08, 2023	BUY	$28.88 - $31.49 $2 Million - $2.19 Million	69,405 Added 34.19%	272,432 $8.41 Million
Q4 2022 Feb 06, 2023	SELL	$27.04 - $31.56 $77,361 - $90,293	-2,861 Reduced 1.39%	203,027 $5.89 Million
Q3 2022 Nov 03, 2022	BUY	$29.2 - $34.52 $1.54 Million - $1.82 Million	52,806 Added 34.5%	205,888 $6.1 Million
Q2 2022 Jul 29, 2022	BUY	$31.38 - $37.78 $118,867 - $143,110	3,788 Added 2.54%	153,082 $5.06 Million
Q1 2022 May 10, 2022	BUY	$36.82 - $41.14 $5.5 Million - $6.14 Million	149,294 New	149,294 $5.65 Million
Q2 2021 Aug 09, 2021	SELL	$38.98 - $41.66 $270,014 - $288,578	-6,927 Closed	0 $0
Q1 2021 May 05, 2021	SELL	$38.5 - $45.06 $7.08 Million - $8.29 Million	-183,877 Reduced 96.37%	6,927 $270,000
Q4 2020 Feb 09, 2021	BUY	$44.43 - $46.75 $1.99 Million - $2.1 Million	44,848 Added 30.73%	190,804 $8.61 Million
Q3 2020 Nov 06, 2020	SELL	$46.15 - $48.99 $2.2 Million - $2.34 Million	-47,673 Reduced 24.62%	145,956 $6.82 Million
Q2 2020 Aug 10, 2020	BUY	$44.77 - $48.87 $8.17 Million - $8.92 Million	182,523 Added 1643.46%	193,629 $9.08 Million
Q1 2020 Apr 22, 2020	BUY	$39.27 - $49.27 $436,132 - $547,192	11,106 New	11,106 $525,000

Others Institutions Holding SPTL

# of Institutions

514

Shares Held

375M

Call Options Held

26.7K

Put Options Held

19K

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Avidian Wealth Solutions, LLC Spdr Portfolio Long Term Treas Transaction History