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 97,754 shares of SPEM stock, worth $3.86 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

97,754

Previous 101,891 4.06%

Holding current value

$3.86 Million

Previous $4.21 Million 10.84%

% of portfolio

1.16%

Previous 1.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$38.37 - $42.82 $158,736 - $177,146	-4,137 Reduced 4.06%	97,754 $3.75 Million
Q3 2024 Nov 04, 2024	SELL	$36.02 - $41.68 $77,082 - $89,195	-2,140 Reduced 2.06%	101,891 $4.21 Million
Q2 2024 Aug 14, 2024	SELL	$35.3 - $38.79 $136,964 - $150,505	-3,880 Reduced 3.6%	104,031 $3.92 Million
Q1 2024 May 13, 2024	SELL	$33.69 - $36.47 $50,838 - $55,033	-1,509 Reduced 1.38%	107,911 $3.91 Million
Q4 2023 Jan 11, 2024	SELL	$32.26 - $35.46 $367,828 - $404,314	-11,402 Reduced 9.44%	109,420 $3.87 Million
Q3 2023 Oct 30, 2023	SELL	$33.36 - $36.37 $176,707 - $192,651	-5,297 Reduced 4.2%	120,822 $4.06 Million
Q2 2023 Aug 03, 2023	SELL	$33.2 - $35.75 $132,733 - $142,928	-3,998 Reduced 3.07%	126,119 $4.34 Million
Q1 2023 May 01, 2023	SELL	$32.49 - $36.44 $79,275 - $88,913	-2,440 Reduced 1.84%	130,117 $4.44 Million
Q4 2022 Jan 20, 2023	SELL	$30.18 - $34.51 $943,004 - $1.08 Million	-31,246 Reduced 19.08%	132,557 $0
Q3 2022 Oct 18, 2022	BUY	$31.04 - $35.55 $42,183 - $48,312	1,359 Added 0.84%	163,803 $5.08 Million
Q2 2022 Jul 27, 2022	BUY	$33.85 - $40.03 $167,083 - $197,588	4,936 Added 3.13%	162,444 $5.65 Million
Q1 2022 Apr 28, 2022	SELL	$35.69 - $43.02 $523,536 - $631,060	-14,669 Reduced 8.52%	157,508 $6.09 Million
Q4 2021 Feb 09, 2022	BUY	$40.07 - $44.51 $6.9 Million - $7.66 Million	172,177 New	172,177 $7.14 Million

Others Institutions Holding SPEM

# of Institutions

879

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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