Ownership history in Aquire Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Aquire Wealth Advisors, LLC reported a position in SPDR SER TR (SPIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 235,154 | -18,036 | -7.1% | 1.59% | $6.1M | $25.94 |
| 2025 Q3 | ADDED | 253,190 | +4,485 | +1.8% | 1.64% | $6.7M | $25.96 |
| 2025 Q2 | ADDED | 248,705 | +35,142 | +16.5% | 1.74% | $6.5M | $25.42 |
| 2025 Q1 | REDUCED | 213,563 | -1,855 | -0.9% | 1.73% | $5.6M | $25.34 |
| 2024 Q4 | ADDED | 215,418 | +12,096 | +5.9% | 1.69% | $5.5M | $24.29 |
| 2024 Q3 | ADDED | 203,322 | +3,704 | +1.9% | 1.68% | $5.3M | $25.07 |
| 2024 Q2 | ADDED | 199,618 | +10,577 | +5.6% | 1.70% | $5.1M | $24.07 |
| 2024 Q1 | ADDED | 189,041 | +672 | +0.4% | 1.69% | $4.8M | $23.78 |
| 2023 Q4 | ADDED | 188,369 | +6,063 | +3.3% | 1.83% | $4.8M | $23.74 |
| 2023 Q3 | REDUCED | 182,306 | -2,265 | -1.2% | 1.89% | $4.5M | $22.85 |
As of 2025 Q4 — sorted by position size