Pure Financial Advisors Opens $4.7M Position in SLDP Stock

Pure Financial Advisors, LLC has opened a $4.7M position in SLDP stock, according to a new SEC 13F filing. The disclosure reflects the funds' holdings for the 06-30-2025 report period. Other institutional investors have also made significant moves in SLDP, with some adding shares and others decreasing their positions. Insider trading activity has also been reported, with 4 trades made by insiders over the last 6 months.

Pure Financial Advisors, LLC has opened a new $4.7M position in SLDP stock, as disclosed in a recent SEC 13F filing. This move reflects the fund's holdings for the 06-30-2025 report period [1]. The investment is part of a broader trend of institutional interest in SLDP, with numerous other investors making significant moves in the stock.

Institutional activity in SLDP has been robust, with 58 institutional investors adding shares to their portfolios and 50 decreasing their positions in the most recent quarter [1]. Some of the largest recent moves include:

- Yaupon Capital Management LP added 3,120,316 shares (+709.1%) to their portfolio in Q1 2025, for an estimated $3,276,331 [1].
- Pure Financial Advisors, LLC added 2,131,703 shares (+inf%) to their portfolio in Q2 2025, for an estimated $4,668,429 [1].
- Steward Partners Investment Advisory, LLC added 954,594 shares (+31819.8%) to their portfolio in Q1 2025, for an estimated $1,002,323 [1].
- Millennium Management LLC removed 954,287 shares (-68.1%) from their portfolio in Q1 2025, for an estimated $1,002,001 [1].
- Susquehanna International Group, LLP removed 295,450 shares (-44.8%) from their portfolio in Q1 2025, for an estimated $310,222 [1].
- Jane Street Group, LLC added 189,041 shares (+inf%) to their portfolio in Q1 2025, for an estimated $198,493 [1].
- Bank of America Corp /DE/ added 183,660 shares (+76.0%) to their portfolio in Q1 2025, for an estimated $192,843 [1].
- Invesco Ltd. removed 181,343 shares (-4.8%) from their portfolio in Q1 2025, for an estimated $190,410 [1].

Insider trading activity in SLDP has also been reported, with 4 trades made by insiders over the last 6 months [2]. Notably, Joshua Buettner-Garrett, the Chief Technology Officer, sold 375,000 shares, while Steven H. Goldberg and LESA B ROE sold 82,365 and 29,000 shares, respectively [2].

The stock has seen a significant increase in trading volume and price, rising 14% today with approximately $30,053,645 in trading volume [4]. This activity underscores the growing interest in SLDP among institutional investors and insiders.

References:
[1] https://www.nasdaq.com/articles/fund-update-pure-financial-advisors-llc-opened-47m-position-sldp-stock
[2] https://www.nasdaq.com/articles/sldp-stock-14-today-heres-what-we-see-our-data
[4] https://www.quiverquant.com/news/%24SLDP+stock+is+up+14%25+today.+Here%27s+what+we+see+in+our+data.