AWA
Aquire Wealth Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Buy |
202,708
+26,857
| +15% | +$902K | 1.83% | 9 |
|
|
2025
Q1 | $5.85M | Sell |
175,851
-2,277
| -1% | -$75.7K | 1.8% | 8 |
|
|
2024
Q4 | $5.84M | Buy |
178,128
+9,917
| +6% | +$325K | 1.81% | 7 |
|
|
2024
Q3 | $5.67M | Buy |
168,211
+2,934
| +2% | +$98.9K | 1.78% | 8 |
|
|
2024
Q2 | $5.38M | Buy |
165,277
+7,038
| +4% | +$229K | 1.81% | 8 |
|
|
2024
Q1 | $5.17M | Sell |
158,239
-638
| -0.4% | -$20.9K | 1.81% | 8 |
|
|
2023
Q4 | $5.22M | Buy |
158,877
+4,379
| +3% | +$144K | 1.98% | 10 |
|
|
2023
Q3 | $4.86M | Sell |
154,498
-2,783
| -2% | -$87.5K | 2.03% | 10 |
|
|
2023
Q2 | $5.05M | Buy |
157,281
+3,487
| +2% | +$112K | 2.02% | 10 |
|
|
2023
Q1 | $5M | Buy |
153,794
+20,198
| +15% | +$656K | 2.19% | 9 |
|
|
2022
Q4 | $4.25M | Buy |
133,596
+6,040
| +5% | +$192K | 2.12% | 14 |
|
|
2022
Q3 | $4M | Buy |
127,556
+159
| +0.1% | +$4.98K | 2.32% | 16 |
|
|
2022
Q2 | $4.16M | Buy |
127,397
+11,283
| +10% | +$368K | 2.43% | 16 |
|
|
2022
Q1 | $3.97M | Buy |
116,114
+1,967
| +2% | +$67.2K | 2.11% | 14 |
|
|
2021
Q4 | $4.13M | Buy |
+114,147
| New | +$4.13M | 2.16% | 15 |
|