Aquire Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.93M	Sell	228,137 -7,017	-3%	-$183K	1.56%	10
2025 Q4	$6.1M	Sell	235,154 -18,036	-7%	-$473K	1.59%	10
2025 Q3	$6.66M	Buy	253,190 +4,485	+2%	+$117K	1.64%	11
2025 Q2	$6.48M	Buy	248,705 +35,142	+16%	+$908K	1.74%	11
2025 Q1	$5.63M	Sell	213,563 -1,855	-0.9%	-$47.9K	1.73%	9
2024 Q4	$5.45M	Buy	215,418 +12,096	+6%	+$311K	1.69%	9
2024 Q3	$5.34M	Buy	203,322 +3,704	+2%	+$95.7K	1.68%	9
2024 Q2	$5.07M	Buy	199,618 +10,577	+6%	+$268K	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%	+$152K	1.83%	11
2023 Q3	$4.53M	Sell	182,306 -2,265	-1%	-$57.4K	1.89%	11
2023 Q2	$4.77M	Buy	184,571 +9,504	+5%	+$248K	1.9%	12
2023 Q1	$4.67M	Buy	175,067 +21,271	+14%	+$557K	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%	+$72.1K	2.09%	17
2022 Q2	$3.84M	Buy	139,600 +13,536	+11%	+$389K	2.24%	17
2022 Q1	$3.81M	Sell	126,064 -449	-0.4%	-$13.7K	2.03%	16
2021 Q4	$3.98M	Buy	+126,513	New	+$3.97M	2.09%	16