AWA
Aquire Wealth Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
248,705
+35,142
| +16% | +$916K | 1.74% | 11 |
|
|
2025
Q1 | $5.63M | Sell |
213,563
-1,855
| -0.9% | -$48.9K | 1.73% | 9 |
|
|
2024
Q4 | $5.45M | Buy |
215,418
+12,096
| +6% | +$306K | 1.69% | 9 |
|
|
2024
Q3 | $5.34M | Buy |
203,322
+3,704
| +2% | +$97.3K | 1.68% | 9 |
|
|
2024
Q2 | $5.07M | Buy |
199,618
+10,577
| +6% | +$269K | 1.7% | 9 |
|
|
2024
Q1 | $4.84M | Buy |
189,041
+672
| +0.4% | +$17.2K | 1.69% | 10 |
|
|
2023
Q4 | $4.82M | Buy |
188,369
+6,063
| +3% | +$155K | 1.83% | 11 |
|
|
2023
Q3 | $4.53M | Sell |
182,306
-2,265
| -1% | -$56.3K | 1.89% | 11 |
|
|
2023
Q2 | $4.77M | Buy |
184,571
+9,504
| +5% | +$246K | 1.9% | 12 |
|
|
2023
Q1 | $4.67M | Buy |
175,067
+21,271
| +14% | +$567K | 2.04% | 11 |
|
|
2022
Q4 | $3.96M | Buy |
153,796
+11,564
| +8% | +$298K | 1.97% | 16 |
|
|
2022
Q3 | $3.61M | Buy |
142,232
+2,632
| +2% | +$66.7K | 2.09% | 17 |
|
|
2022
Q2 | $3.84M | Buy |
139,600
+13,536
| +11% | +$373K | 2.24% | 17 |
|
|
2022
Q1 | $3.82M | Sell |
126,064
-449
| -0.4% | -$13.6K | 2.03% | 16 |
|
|
2021
Q4 | $3.99M | Buy |
+126,513
| New | +$3.99M | 2.09% | 16 |
|