Acorn Financial Advisory Services Inc Select Sector Spdr Consumer Di Transaction History

Acorn Financial Advisory Services Inc

$498 Million
Q2 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 3,172 shares of XLY stock, worth $709,830. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,172

Previous 2,544 24.69%

Holding current value

$709,830

Previous $502,000 37.25%

% of portfolio

0.14%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$176.34 - $218.59 $110,741 - $137,274	628 Added 24.69%	3,172 $689,000
Q1 2025 Apr 29, 2025	BUY	$192.6 - $233.2 $38,134 - $46,173	198 Added 8.44%	2,544 $502,000
Q4 2024 Feb 14, 2025	BUY	$194.8 - $239.43 $43,440 - $53,392	223 Added 10.5%	2,346 $526,000
Q2 2024 Aug 01, 2024	BUY	$169.76 - $184.45 $60,264 - $65,479	355 Added 20.08%	2,123 $387,000
Q1 2024 May 08, 2024	BUY	$170.9 - $185.02 $302,151 - $327,115	1,768 New	1,768 $325,000

Others Institutions Holding XLY

# of Institutions

1,433

Shares Held

116M

Call Options Held

6.84M

Put Options Held

15.9M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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 Select Sector Spdr Consumer Di Transaction History