Aquire Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Aquire Wealth Advisors, LLC
- $372 Million
- Q2 2025
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 315,800 shares of SPDW stock, worth $13 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
315,800
Previous 165,456
90.87%
Holding current value
$13 Million
Previous $6.02 Million
112.25%
% of portfolio
3.44%
Previous 1.85%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio