Acorn Financial Advisory Services Inc Utilities Sector Spdr Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 3,439 shares of XLU stock, worth $281,722. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,439

Previous 3,436 0.09%

Holding current value

$281,722

Previous $260,000 4.23%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$74.7 - $80.27 $224 - $240	3 Added 0.09%	3,439 $271,000
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $224 - $248	3 Added 0.09%	3,436 $260,000
Q3 2024 Nov 01, 2024	BUY	$67.67 - $80.78 $203 - $242	3 Added 0.09%	3,433 $277,000
Q2 2024 Aug 01, 2024	BUY	$62.77 - $72.87 $188 - $218	3 Added 0.09%	3,430 $233,000
Q1 2024 May 08, 2024	SELL	$59.95 - $65.65 $32,672 - $35,779	-545 Reduced 13.72%	3,427 $224,000
Q4 2023 Jan 17, 2024	SELL	$56.19 - $65.96 $13,710 - $16,094	-244 Reduced 5.79%	3,972 $251,000
Q3 2023 Oct 10, 2023	SELL	$58.83 - $68.46 $1,117 - $1,300	-19 Reduced 0.45%	4,216 $248,000
Q2 2023 Jul 20, 2023	BUY	$64.34 - $69.97 $272,479 - $296,322	4,235 New	4,235 $277,000

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Acorn Financial Advisory Services Inc Utilities Sector Spdr Transaction History