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 (SPTM). 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 | 517,386 | -18,202 | -3.4% | 11.10% | $42.7M | $82.50 |
| 2025 Q3 | REDUCED | 535,588 | -28,120 | -5.0% | 10.63% | $43.2M | $80.41 |
| 2025 Q2 | ADDED | 563,708 | +260,409 | +85.9% | 11.35% | $42.2M | $74.45 |
| 2025 Q1 | REDUCED | 303,299 | -5,141 | -1.7% | 6.35% | $20.6M | $67.39 |
| 2024 Q4 | REDUCED | 308,440 | -15,730 | -4.9% | 6.82% | $22.0M | $70.55 |
| 2024 Q3 | REDUCED | 324,170 | -5,330 | -1.6% | 7.13% | $22.7M | $68.96 |
| 2024 Q2 | REDUCED | 329,500 | -10,708 | -3.1% | 7.34% | $21.9M | $65.10 |
| 2024 Q1 | REDUCED | 340,208 | -5,105 | -1.5% | 7.63% | $21.8M | $62.72 |
| 2023 Q4 | REDUCED | 345,313 | -16,490 | -4.6% | 7.67% | $20.2M | $56.96 |
| 2023 Q3 | REDUCED | 361,803 | -20,995 | -5.5% | 7.92% | $19.0M | $50.95 |
As of 2025 Q4 — sorted by position size