Acorn Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 9,924 shares of SPDW stock, worth $361,531. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,924
Previous 9,788 1.39%
Holding current value
$361,531
Previous $367,000 7.9%
% of portfolio
0.15%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$34.13 - $37.35 $4,641 - $5,079
136 Added 1.39%
9,924 $338,000
Q3 2024

Nov 13, 2024
BUY
$33.74 - $37.96 $11,471 - $12,906
340 Added 3.6%
9,788 $367,000
Q4 2023

Feb 07, 2024
SELL
$29.46 - $34.07 $6,775 - $7,836
-230 Reduced 2.38%
9,448 $321,000
Q3 2023

Nov 07, 2023
BUY
$30.88 - $33.58 $298,856 - $324,987
9,678 New
9,678 $300,000

Others Institutions Holding SPDW

# of Institutions
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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