Acorn Financial Advisory Services Inc Spdr Portfolio Intermediate Te Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 16,536 shares of SPIB stock, worth $549,987. This represents 0.12% of its overall portfolio holdings.

Number of Shares

16,536

Previous 17,937 7.81%

Holding current value

$549,987

Previous $587,000 6.47%

% of portfolio

0.12%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$32.5 - $33.3 $45,532 - $46,653	-1,401 Reduced 7.81%	16,536 $549,000
Q4 2024 Feb 14, 2025	BUY	$32.65 - $33.68 $68,075 - $70,222	2,085 Added 13.15%	17,937 $587,000
Q3 2024 Nov 01, 2024	BUY	$32.36 - $33.78 $1,618 - $1,689	50 Added 0.32%	15,852 $534,000
Q2 2024 Aug 01, 2024	BUY	$32.02 - $32.68 $15,273 - $15,588	477 Added 3.11%	15,802 $514,000
Q1 2024 May 08, 2024	SELL	$32.38 - $32.91 $79,557 - $80,859	-2,457 Reduced 13.82%	15,325 $500,000
Q4 2023 Jan 17, 2024	SELL	$30.91 - $32.89 $135,540 - $144,222	-4,385 Reduced 19.78%	17,782 $583,000
Q3 2023 Oct 10, 2023	BUY	$31.4 - $32.25 $112,066 - $115,100	3,569 Added 19.19%	22,167 $697,000
Q2 2023 Jul 20, 2023	BUY	$31.95 - $32.66 $3,802 - $3,886	119 Added 0.64%	18,598 $597,000
Q1 2023 Apr 26, 2023	SELL	$31.67 - $32.83 $14,061 - $14,576	-444 Reduced 2.35%	18,479 $600,000
Q4 2022 Jan 20, 2023	BUY	$30.74 - $32.36 $99,905 - $105,170	3,250 Added 20.74%	18,923 $0
Q3 2022 Oct 12, 2022	BUY	$31.11 - $33.37 $2,768 - $2,969	89 Added 0.57%	15,673 $491,000
Q2 2022 Jul 12, 2022	SELL	$32.03 - $34.08 $127,351 - $135,502	-3,976 Reduced 20.33%	15,584 $509,000
Q1 2022 Apr 18, 2022	SELL	$33.91 - $36.04 $84,503 - $89,811	-2,492 Reduced 11.3%	19,560 $668,000
Q4 2021 Jan 31, 2022	SELL	$35.97 - $36.6 $12,193 - $12,407	-339 Reduced 1.51%	22,052 $797,000
Q3 2021 Nov 15, 2021	BUY	$36.52 - $36.95 $196,587 - $198,901	5,383 Added 31.65%	22,391 $818,000
Q2 2021 Jul 23, 2021	BUY	$36.19 - $36.73 $10,495 - $10,651	290 Added 1.73%	17,008 $624,000
Q1 2021 Apr 12, 2021	SELL	$36.13 - $37.14 $14,596 - $15,004	-404 Reduced 2.36%	16,718 $606,000
Q4 2020 Jan 25, 2021	BUY	$36.68 - $37.18 $34,699 - $35,172	946 Added 5.85%	17,122 $637,000
Q3 2020 Oct 15, 2020	BUY	$36.54 - $37.05 $52,069 - $52,796	1,425 Added 9.66%	16,176 $595,000
Q2 2020 Jul 10, 2020	BUY	$33.74 - $36.53 $2,395 - $2,593	71 Added 0.48%	14,751 $539,000
Q1 2020 Apr 15, 2020	BUY	$30.81 - $36.22 $75,792 - $89,101	2,460 Added 20.13%	14,680 $499,000
Q4 2019 Jan 27, 2020	BUY	$35.06 - $35.42 $428,433 - $432,832	12,220 New	12,220 $432,000

Others Institutions Holding SPIB

# of Institutions

624

Shares Held

248M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

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Acorn Financial Advisory Services Inc Spdr Portfolio Intermediate Te Transaction History