Acorn Financial Advisory Services Inc Consumer Staples Sector Spdr Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 2,453 shares of XLP stock, worth $186,526. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,453

Holding current value

$186,526

% of portfolio

0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$76.04 - $76.04 $186,526 - $186,526	2,453 New	2,453 $186,000
Q1 2024 May 08, 2024	SELL	$71.59 - $76.36 $221,571 - $236,334	-3,095 Reduced 51.51%	2,913 $222,000
Q4 2023 Jan 17, 2024	SELL	$66.22 - $72.3 $595 - $650	-9 Reduced 0.15%	6,008 $432,000
Q3 2023 Oct 10, 2023	SELL	$68.8 - $76.1 $31,028 - $34,321	-451 Reduced 6.97%	6,017 $414,000
Q2 2023 Jul 20, 2023	BUY	$72.59 - $77.5 $32,012 - $34,177	441 Added 7.32%	6,468 $479,000
Q1 2023 Apr 26, 2023	BUY	$71.11 - $75.78 $30,790 - $32,812	433 Added 7.74%	6,027 $450,000
Q4 2022 Jan 20, 2023	BUY	$71.53 - $77.19 $5,150 - $5,557	72 Added 1.3%	5,594 $0
Q3 2022 Oct 12, 2022	BUY	N/A	552 Added 11.11%	5,522 $368,000
Q2 2022 Jul 12, 2022	BUY	N/A	802 Added 19.24%	4,970 $359,000
Q1 2022 Apr 18, 2022	SELL	N/A	-59 Reduced 1.4%	4,168 $317,000
Q4 2021 Jan 31, 2022	BUY	N/A	169 Added 4.16%	4,227 $326,000
Q3 2021 Nov 15, 2021	SELL	N/A	-133 Reduced 3.17%	4,058 $280,000
Q2 2021 Jul 23, 2021	BUY	N/A	4,191 New	4,191 $293,000
Q1 2021 Apr 12, 2021	SELL	N/A	-3,421 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	N/A	3,421 New	3,421 $231,000

Others Institutions Holding XLP

# of Institutions

1,315

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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Acorn Financial Advisory Services Inc Consumer Staples Sector Spdr Transaction History