Aquire Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Aquire Wealth Advisors, LLC

$323 Million
Q4 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 169,019 shares of SPDW stock, worth $6.21 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

169,019

Previous 176,076 4.01%

Holding current value

$6.21 Million

Previous $6.61 Million 12.78%

% of portfolio

1.79%

Previous 2.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$34.13 - $37.35 $240,855 - $263,578	-7,057 Reduced 4.01%	169,019 $5.77 Million
Q3 2024 Nov 04, 2024	SELL	$33.74 - $37.96 $127,942 - $143,944	-3,792 Reduced 2.11%	176,076 $6.61 Million
Q2 2024 Aug 14, 2024	SELL	$34.2 - $36.64 $175,719 - $188,256	-5,138 Reduced 2.78%	179,868 $6.31 Million
Q1 2024 May 13, 2024	SELL	$32.85 - $35.9 $108,306 - $118,362	-3,297 Reduced 1.75%	185,006 $6.63 Million
Q4 2023 Jan 11, 2024	SELL	$29.46 - $34.07 $378,089 - $437,254	-12,834 Reduced 6.38%	188,303 $6.4 Million
Q3 2023 Oct 30, 2023	SELL	$30.88 - $33.58 $382,232 - $415,653	-12,378 Reduced 5.8%	201,137 $6.24 Million
Q2 2023 Aug 03, 2023	SELL	$31.7 - $33.66 $207,730 - $220,573	-6,553 Reduced 2.98%	213,515 $6.95 Million
Q1 2023 May 01, 2023	SELL	$29.83 - $32.71 $53,902 - $59,106	-1,807 Reduced 0.81%	220,068 $7.07 Million
Q4 2022 Jan 20, 2023	SELL	$25.7 - $31.02 $2.32 Million - $2.8 Million	-90,338 Reduced 28.93%	221,875 $0
Q3 2022 Oct 18, 2022	SELL	$25.67 - $30.93 $617,106 - $743,557	-24,040 Reduced 7.15%	312,213 $8.06 Million
Q2 2022 Jul 27, 2022	BUY	$28.57 - $34.74 $1.27 Million - $1.54 Million	44,436 Added 15.23%	336,253 $9.7 Million
Q1 2022 Apr 28, 2022	SELL	$31.42 - $36.91 $376,662 - $442,477	-11,988 Reduced 3.95%	291,817 $10 Million
Q4 2021 Feb 09, 2022	BUY	$35.28 - $37.98 $10.7 Million - $11.5 Million	303,805 New	303,805 $11.1 Million

Others Institutions Holding SPDW

# of Institutions

1,021

Shares Held

529M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Aquire Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History