Acorn Financial Advisory Services Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Acorn Financial Advisory Services Inc

$481 Million
Q1 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 72,101 shares of SPEM stock, worth $2.73 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

72,101

Previous 117,256 38.51%

Holding current value

$2.73 Million

Previous $4.15 Million 37.16%

% of portfolio

0.54%

Previous 0.78%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$33.69 - $36.47 $1.52 Million - $1.65 Million	-45,155 Reduced 38.51%	72,101 $2.61 Million
Q4 2023 Jan 17, 2024	SELL	$32.26 - $35.46 $747,012 - $821,111	-23,156 Reduced 16.49%	117,256 $4.15 Million
Q3 2023 Oct 10, 2023	BUY	$33.36 - $36.37 $351,013 - $382,685	10,522 Added 8.1%	140,412 $4.71 Million
Q2 2023 Jul 20, 2023	BUY	$33.2 - $35.75 $281,934 - $303,589	8,492 Added 7.0%	129,890 $4.47 Million
Q1 2023 Apr 26, 2023	BUY	$32.49 - $36.44 $270,186 - $303,035	8,316 Added 7.35%	121,398 $4.14 Million

Q4 2022 Jan 20, 2023	BUY	$30.26 - $34.51 $152,782 - $174,240	5,049 Added 4.67%	113,082 $0
Q3 2022 Oct 12, 2022	BUY	N/A	15,792 Added 17.12%	108,033 $3.35 Million
Q2 2022 Jul 12, 2022	BUY	N/A	12,275 Added 15.35%	92,241 $3.21 Million
Q1 2022 Apr 18, 2022	BUY	N/A	14,668 Added 22.46%	79,966 $3.09 Million
Q4 2021 Jan 31, 2022	BUY	N/A	7,831 Added 13.63%	65,298 $2.71 Million
Q3 2021 Nov 15, 2021	BUY	N/A	4,743 Added 9.0%	57,467 $2.44 Million
Q2 2021 Jul 23, 2021	BUY	N/A	12,108 Added 29.81%	52,724 $2.4 Million
Q1 2021 Apr 12, 2021	BUY	N/A	2,934 Added 7.79%	40,616 $1.78 Million
Q4 2020 Jan 25, 2021	BUY	N/A	7,228 Added 23.73%	37,682 $1.59 Million
Q3 2020 Oct 15, 2020	BUY	N/A	9,164 Added 43.04%	30,454 $1.11 Million
Q2 2020 Jul 10, 2020	BUY	N/A	3,301 Added 18.35%	21,290 $712,000
Q1 2020 Apr 15, 2020	BUY	N/A	3,077 Added 20.63%	17,989 $512,000
Q4 2019 Jan 27, 2020	BUY	N/A	14,912 New	14,912 $561,000

Others Institutions Holding SPEM

# of Institutions

743

Shares Held

185M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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Acorn Financial Advisory Services Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History