Acorn Financial Advisory Services Inc Select Sector Spdr Fund Health 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 Fund Health stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,475 shares of XLV stock, worth $737,701. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,475

Previous 4,399 24.46%

Holding current value

$737,701

Previous $642,000 14.8%

% of portfolio

0.15%

Previous 0.14%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$128.77 - $144.3 $138,556 - $155,266	1,076 Added 24.46%	5,475 $737,000
Q1 2025 Apr 29, 2025	BUY	$137.61 - $149.68 $60,410 - $65,709	439 Added 11.09%	4,399 $642,000
Q4 2024 Feb 14, 2025	BUY	$136.28 - $154.74 $44,018 - $49,981	323 Added 8.88%	3,960 $544,000
Q3 2024 Nov 01, 2024	SELL	$143.3 - $157.24 $33,532 - $36,794	-234 Reduced 6.04%	3,637 $560,000
Q2 2024 Aug 01, 2024	BUY	$138.43 - $147.09 $58,971 - $62,660	426 Added 12.37%	3,871 $564,000
Q1 2024 May 08, 2024	BUY	$138.48 - $147.86 $75,610 - $80,731	546 Added 18.83%	3,445 $508,000
Q4 2023 Jan 17, 2024	BUY	$123.14 - $136.38 $985 - $1,091	8 Added 0.28%	2,899 $395,000
Q3 2023 Oct 10, 2023	SELL	$128.74 - $136.24 $22,786 - $24,114	-177 Reduced 5.77%	2,891 $372,000
Q2 2023 Jul 20, 2023	BUY	$126.74 - $135.66 $15,842 - $16,957	125 Added 4.25%	3,068 $407,000
Q1 2023 Apr 26, 2023	BUY	$124.15 - $135.82 $33,520 - $36,671	270 Added 10.1%	2,943 $381,000
Q4 2022 Jan 20, 2023	BUY	$121.85 - $140.1 $852 - $980	7 Added 0.26%	2,673 $0
Q3 2022 Oct 12, 2022	BUY	$121.11 - $134.29 $13,322 - $14,771	110 Added 4.3%	2,666 $323,000
Q2 2021 Jul 23, 2021	BUY	$116.39 - $126.03 $297,492 - $322,132	2,556 New	2,556 $322,000
Q1 2021 Apr 12, 2021	SELL	$110.8 - $118.5 $239,771 - $256,434	-2,164 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$101.66 - $113.44 $18,197 - $20,305	179 Added 9.02%	2,164 $245,000
Q3 2020 Oct 15, 2020	BUY	$100.71 - $109.44 $199,909 - $217,238	1,985 New	1,985 $210,000

Others Institutions Holding XLV

# of Institutions

2,000

Shares Held

268M

Call Options Held

12.1M

Put Options Held

17.3M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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 Fund Health Transaction History