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

Acorn Wealth Advisors, LLC

  • $222 Million
  • Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 12,464 shares of SPHY stock, worth $292,904. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,464
Previous 10,536 18.3%
Holding current value
$292,904
Previous $247,000 17.81%
% of portfolio
0.13%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$23.32 - $23.84 $44,960 - $45,963
1,928 Added 18.3%
12,464 $291,000
Q4 2024

Feb 04, 2025
BUY
$23.29 - $23.93 $6,334 - $6,508
272 Added 2.65%
10,536 $247,000
Q3 2024

Nov 13, 2024
BUY
$23.04 - $24.06 $236,482 - $246,951
10,264 New
10,264 $246,000

Others Institutions Holding SPHY

# of Institutions
485
Shares Held
255M
Call Options Held
11.2K
Put Options Held
7.44K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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