Aquire Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$356K Hold
2025
Q2
$331K Hold
2025
Q1
$299K Buy
2024
Q4
$313K Buy
2024
Q3
$290K Buy
2022
Q1
Sell
2021
Q4
$19K Buy