Acorn Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 16,199 shares of SPIB stock, worth $532,623. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,199
Previous 15,460 4.78%
Holding current value
$532,623
Previous $521,000 1.73%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Feb 04, 2025
BUY
$32.65 - $33.68 $24,128 - $24,889
739 Added 4.78%
16,199 $530,000
Q3 2024

Nov 13, 2024
BUY
$32.36 - $33.78 $41,712 - $43,542
1,289 Added 9.1%
15,460 $521,000
Q2 2024

Jul 30, 2024
BUY
$32.02 - $32.68 $576 - $588
18 Added 0.13%
14,171 $461,000
Q1 2024

Apr 26, 2024
SELL
$32.38 - $32.91 $6,929 - $7,042
-214 Reduced 1.49%
14,153 $462,000
Q4 2023

Feb 07, 2024
BUY
$30.91 - $32.89 $803 - $855
26 Added 0.18%
14,367 $471,000
Q3 2023

Nov 07, 2023
BUY
$31.4 - $32.25 $52,124 - $53,535
1,660 Added 13.09%
14,341 $451,000
Q2 2023

Aug 02, 2023
BUY
$31.95 - $32.66 $25,879 - $26,454
810 Added 6.82%
12,681 $407,000
Q1 2023

May 09, 2023
SELL
$31.67 - $32.83 $2,881 - $2,987
-91 Reduced 0.76%
11,871 $385,000
Q4 2022

Feb 10, 2023
SELL
$30.74 - $32.36 $1,598 - $1,682
-52 Reduced 0.43%
11,962 $380,000
Q3 2022

Nov 09, 2022
SELL
$31.11 - $33.37 $5,319 - $5,706
-171 Reduced 1.4%
12,014 $376,000
Q2 2022

Aug 08, 2022
BUY
$32.03 - $34.08 $41,606 - $44,269
1,299 Added 11.93%
12,185 $398,000
Q1 2022

May 03, 2022
SELL
$33.91 - $36.04 $1,119 - $1,189
-33 Reduced 0.3%
10,886 $372,000
Q4 2021

Feb 14, 2022
BUY
$35.97 - $36.6 $287 - $292
8 Added 0.07%
10,919 $395,000
Q3 2021

Nov 12, 2021
BUY
$36.52 - $36.95 $5,295 - $5,357
145 Added 1.35%
10,911 $398,000
Q2 2021

Aug 16, 2021
BUY
$36.19 - $36.73 $361 - $367
10 Added 0.09%
10,766 $395,000
Q1 2021

May 14, 2021
BUY
$36.13 - $37.14 $88,193 - $90,658
2,441 Added 29.36%
10,756 $390,000
Q4 2020

Feb 16, 2021
BUY
$36.68 - $37.18 $304,994 - $309,151
8,315 New
8,315 $309,000
Q3 2018

Nov 13, 2018
SELL
N/A
-2,900 Closed
0 $0
Q2 2018

Aug 10, 2018
BUY
N/A
11 Added 0.38%
2,900 $96,000
Q1 2018

May 14, 2018
BUY
N/A
127 Added 4.6%
2,889 $96,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,762
2,762 $94,000

Others Institutions Holding SPIB

# of Institutions
562
Shares Held
223M
Call Options Held
300
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email