Acorn Financial Advisory Services Inc Technology Sector Spdr Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 4,426 shares of XLK stock, worth $967,258. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,426

Previous 4,426 -0.0%

Holding current value

$967,258

Previous $999,000 3.0%

% of portfolio

0.2%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$192.53 - $231.41 $24,451 - $29,389	-127 Reduced 2.79%	4,426 $1 Million
Q1 2024 May 08, 2024	BUY	$184.12 - $211.02 $7,917 - $9,073	43 Added 0.95%	4,553 $948,000
Q4 2023 Jan 17, 2024	SELL	$160.19 - $193.07 $15,218 - $18,341	-95 Reduced 2.06%	4,510 $868,000
Q3 2023 Oct 10, 2023	BUY	$161.97 - $180.26 $90,541 - $100,765	559 Added 13.82%	4,605 $754,000
Q2 2023 Jul 20, 2023	BUY	$143.97 - $174.63 $17,276 - $20,955	120 Added 3.06%	4,046 $703,000
Q1 2023 Apr 26, 2023	BUY	$121.18 - $151.01 $29,083 - $36,242	240 Added 6.51%	3,926 $592,000
Q1 2022 Apr 18, 2022	SELL	$141.39 - $175.52 $28,702 - $35,630	-203 Reduced 5.22%	3,686 $586,000
Q4 2021 Jan 31, 2022	SELL	$148.06 - $176.65 $116,227 - $138,670	-785 Reduced 16.8%	3,889 $676,000
Q2 2021 Jul 23, 2021	BUY	$131.31 - $147.82 $81,543 - $91,796	621 Added 15.32%	4,674 $690,000
Q1 2021 Apr 12, 2021	SELL	$125.83 - $138.59 $23,404 - $25,777	-186 Reduced 4.39%	4,053 $538,000
Q3 2020 Oct 15, 2020	SELL	$104.66 - $127.03 $16,222 - $19,689	-155 Reduced 3.53%	4,239 $495,000
Q2 2020 Jul 10, 2020	BUY	$76.54 - $104.63 $52,429 - $71,671	685 Added 18.47%	4,394 $459,000
Q4 2019 Jan 27, 2020	BUY	$78.28 - $91.92 $290,340 - $340,931	3,709 New	3,709 $340,000

Others Institutions Holding XLK

# of Institutions

2,412

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc Technology Sector Spdr Transaction History