Ownership history in Apriem Advisors · 73 quarters on record
This page tracks every 13F SEC filing in which Apriem Advisors reported a position in S P D R TRUST UNIT SR 1 COM (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 25,340 | -270 | -1.1% | 1.59% | $17.3M | $680.06 |
| 2025 Q3 | ADDED | 25,610 | +2,382 | +10.3% | 1.61% | $17.1M | $662.41 |
| 2025 Q2 | REDUCED | 23,228 | -4,431 | -16.0% | 1.53% | $14.4M | $612.65 |
| 2025 Q1 | ADDED | 27,659 | +614 | +2.3% | 1.81% | $15.5M | $553.05 |
| 2024 Q4 | ADDED | 27,045 | +460 | +1.7% | 1.82% | $15.9M | $577.70 |
| 2024 Q3 | ADDED | 26,585 | +4,172 | +18.6% | 1.78% | $15.3M | $563.66 |
| 2024 Q2 | ADDED | 22,413 | +13,864 | +162.2% | 1.49% | $12.2M | $533.00 |
| 2024 Q1 | REDUCED | 8,549 | -19,501 | -69.5% | 0.56% | $4.5M | $510.64 |
| 2023 Q4 | REDUCED | 28,050 | -6 | -0.0% | 1.78% | $13.3M | $462.58 |
| 2023 Q3 | ADDED | 28,056 | +78 | +0.3% | 1.76% | $12.0M | $414.35 |
As of 2025 Q4 — sorted by position size