AWA
Aquire Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
315,800
+150,344
| +91% | +$6.09M | 3.44% | 6 |
|
|
2025
Q1 | $6.02M | Sell |
165,456
-3,563
| -2% | -$130K | 1.85% | 7 |
|
|
2024
Q4 | $5.77M | Sell |
169,019
-7,057
| -4% | -$241K | 1.79% | 8 |
|
|
2024
Q3 | $6.61M | Sell |
176,076
-3,792
| -2% | -$142K | 2.08% | 7 |
|
|
2024
Q2 | $6.31M | Sell |
179,868
-5,138
| -3% | -$180K | 2.12% | 7 |
|
|
2024
Q1 | $6.63M | Sell |
185,006
-3,297
| -2% | -$118K | 2.32% | 7 |
|
|
2023
Q4 | $6.4M | Sell |
188,303
-12,834
| -6% | -$436K | 2.44% | 7 |
|
|
2023
Q3 | $6.24M | Sell |
201,137
-12,378
| -6% | -$384K | 2.6% | 7 |
|
|
2023
Q2 | $6.95M | Sell |
213,515
-6,553
| -3% | -$213K | 2.77% | 7 |
|
|
2023
Q1 | $7.07M | Sell |
220,068
-1,807
| -0.8% | -$58K | 3.09% | 7 |
|
|
2022
Q4 | $6.59M | Sell |
221,875
-90,338
| -29% | -$2.68M | 3.28% | 7 |
|
|
2022
Q3 | $8.06M | Sell |
312,213
-24,040
| -7% | -$620K | 4.68% | 4 |
|
|
2022
Q2 | $9.7M | Buy |
336,253
+44,436
| +15% | +$1.28M | 5.66% | 3 |
|
|
2022
Q1 | $10M | Sell |
291,817
-11,988
| -4% | -$411K | 5.33% | 4 |
|
|
2021
Q4 | $11.1M | Buy |
+303,805
| New | +$11.1M | 5.8% | 3 |
|