Aquire Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Aquire Wealth Advisors, LLC

$323 Million
Q4 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 308,440 shares of SPTM stock, worth $20.8 Million. This represents 6.82% of its overall portfolio holdings.

Number of Shares

308,440

Previous 324,170 4.85%

Holding current value

$20.8 Million

Previous $22.7 Million 2.99%

% of portfolio

6.82%

Previous 7.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$69.3 - $74.3 $1.09 Million - $1.17 Million	-15,730 Reduced 4.85%	308,440 $22 Million
Q3 2024 Nov 04, 2024	SELL	$63.28 - $70.06 $337,282 - $373,419	-5,330 Reduced 1.62%	324,170 $22.7 Million
Q2 2024 Aug 14, 2024	SELL	$60.69 - $66.83 $649,868 - $715,615	-10,708 Reduced 3.15%	329,500 $21.9 Million
Q1 2024 May 13, 2024	SELL	$57.38 - $64.15 $292,924 - $327,485	-5,105 Reduced 1.48%	340,208 $21.8 Million
Q4 2023 Jan 11, 2024	SELL	$50.31 - $58.65 $829,611 - $967,138	-16,490 Reduced 4.56%	345,313 $20.2 Million
Q3 2023 Oct 30, 2023	SELL	$52.22 - $56.31 $1.1 Million - $1.18 Million	-20,995 Reduced 5.48%	361,803 $19 Million
Q2 2023 Aug 03, 2023	SELL	$49.75 - $54.44 $460,685 - $504,114	-9,260 Reduced 2.36%	382,798 $20.8 Million
Q1 2023 May 01, 2023	BUY	$46.97 - $51.65 $100,046 - $110,014	2,130 Added 0.55%	392,058 $19.8 Million
Q4 2022 Jan 20, 2023	SELL	$44.09 - $50.41 $7.49 Million - $8.56 Million	-169,819 Reduced 30.34%	389,928 $0
Q3 2022 Oct 18, 2022	SELL	$44.11 - $53.04 $403,650 - $485,369	-9,151 Reduced 1.61%	559,747 $24.7 Million
Q2 2022 Jul 27, 2022	BUY	$45.19 - $56.15 $4.61 Million - $5.73 Million	102,023 Added 21.85%	568,898 $26.4 Million
Q1 2022 Apr 28, 2022	BUY	$51.36 - $58.82 $2.02 Million - $2.31 Million	39,352 Added 9.2%	466,875 $25.9 Million
Q4 2021 Feb 09, 2022	BUY	$52.99 - $58.74 $22.7 Million - $25.1 Million	427,523 New	427,523 $25 Million

Others Institutions Holding SPTM

# of Institutions

687

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Aquire Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History