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

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 14,441 shares of SPHY stock, worth $340,663. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,441
Previous 11,576 24.75%
Holding current value
$340,663
Previous $275,000 25.45%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$23.54 - $23.97 $67,442 - $68,674
2,865 Added 24.75%
14,441 $345,000
Q2 2025

Aug 13, 2025
SELL
$22.4 - $23.8 $19,891 - $21,134
-888 Reduced 7.12%
11,576 $275,000
Q1 2025

May 01, 2025
BUY
$23.32 - $23.84 $44,960 - $45,963
1,928 Added 18.3%
12,464 $291,000
Q4 2024

Feb 04, 2025
BUY
$23.29 - $23.93 $6,334 - $6,508
272 Added 2.65%
10,536 $247,000
Q3 2024

Nov 13, 2024
BUY
$23.04 - $24.06 $236,482 - $246,951
10,264 New
10,264 $246,000

Others Institutions Holding SPHY

# of Institutions
521
Shares Held
281M
Call Options Held
32.1K
Put Options Held
8.9K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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