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 176,076 shares of SPDW stock, worth $6.04 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
176,076
Previous 179,868 2.11%
Holding current value
$6.04 Million
Previous $6.31 Million 4.82%
% of portfolio
2.08%
Previous 2.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Aquire Wealth Advisors, LLC Portfolio

Follow Aquire Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aquire Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aquire Wealth Advisors, LLC with notifications on news.