Acorn Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Acorn Wealth Advisors, LLC

$251 Million
Q2 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 14,312 shares of SPDW stock, worth $619,423. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,312

Previous 9,632 48.59%

Holding current value

$619,423

Previous $350,000 65.43%

% of portfolio

0.23%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$32.66 - $40.75 $152,848 - $190,710	4,680 Added 48.59%	14,312 $579,000
Q1 2025 May 01, 2025	SELL	$33.84 - $37.77 $9,881 - $11,028	-292 Reduced 2.94%	9,632 $350,000
Q4 2024 Feb 04, 2025	BUY	$34.13 - $37.35 $4,641 - $5,079	136 Added 1.39%	9,924 $338,000
Q3 2024 Nov 13, 2024	BUY	$33.74 - $37.96 $11,471 - $12,906	340 Added 3.6%	9,788 $367,000
Q4 2023 Feb 07, 2024	SELL	$29.46 - $34.07 $6,775 - $7,836	-230 Reduced 2.38%	9,448 $321,000
Q3 2023 Nov 07, 2023	BUY	$30.88 - $33.58 $298,856 - $324,987	9,678 New	9,678 $300,000

Others Institutions Holding SPDW

# of Institutions

1,159

Shares Held

579M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Acorn Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History