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Spdr S&p 500 Etf shares owned by Aquire Wealth Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Aquire Wealth Advisors from 13F filings

Historical chart of Aquire Wealth Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Aquire Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Aquire Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $690k 1.0k 666.29
2025-06-30 $331k 535 617.85
2025-03-31 $299k 535 559.39
2024-12-31 $313k 534 586.08
2024-09-30 $290k 505 573.76
2021-12-31 $19k 41 463.41