Ownership history in Aquire Wealth Advisors, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Aquire Wealth Advisors, LLC reported a position in SPDR SER TR (SPIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Aquire Wealth Advisors, LLC underperformed the S&P 500 by β9.3% annually on this SPIB position. Timing score: 44% (7/16 decisions correct). Average cost basis: $30.51. Maximum drawdown during holding period: β12.1%.
β Significantly underperformed the S&P 500 by 9.3% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $27.07 (2022 Q3) Β· Worst: $33.16 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 4 trims. Bought during 5 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size