Acorn Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$118.74 - $127.47 $1.26 Million - $1.35 Million	-10,575 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$104.47 - $119.79 $6,581 - $7,546	63 Added 0.6%	10,575 $1.25 Million
Q4 2020 Feb 16, 2021	BUY	$91.76 - $107.36 $275 - $322	3 Added 0.03%	10,512 $1.11 Million
Q3 2020 Nov 04, 2020	BUY	$88.24 - $98.33 $264 - $294	3 Added 0.03%	10,509 $971,000
Q2 2020 Aug 19, 2020	BUY	$76.15 - $100.68 $152 - $201	2 Added 0.02%	10,506 $958,000
Q1 2020 May 13, 2020	BUY	$68.26 - $108.76 $56,519 - $90,053	828 Added 8.56%	10,504 $844,000
Q4 2019 Feb 07, 2020	BUY	$98.73 - $107.77 $197 - $215	2 Added 0.02%	9,676 $1.03 Million
Q3 2019 Nov 21, 2019	BUY	$101.59 - $103.8 $203 - $207	2 Added 0.02%	9,674 $1.02 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-298 Reduced 2.99%	9,672 $965,000
Q1 2019 May 08, 2019	SELL	N/A	-148 Reduced 1.46%	9,970 $1.01 Million
Q4 2018 Feb 04, 2019	BUY	N/A	152 Added 1.53%	10,118 $923,000
Q3 2018 Nov 13, 2018	BUY	N/A	9,672 Added 3289.8%	9,966 $939,000
Q2 2018 Aug 10, 2018	BUY	N/A	2 Added 0.68%	294 $27,000
Q1 2018 May 14, 2018	BUY	N/A	1 Added 0.34%	292 $27,000
Q4 2017 Feb 14, 2018	BUY	N/A	291	291 $28,000

Others Institutions Holding SDY

# of Institutions

1,265

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

About SPDR SERIES TR SPDR S&P DIVIDE

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