Acorn Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Acorn Wealth Advisors, LLC

$222 Million
Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 15,271 shares of SPIB stock, worth $507,913. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,271

Previous 16,199 5.73%

Holding current value

$507,913

Previous $530,000 4.34%

% of portfolio

0.23%

Previous 0.23%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$32.5 - $33.3 $30,160 - $30,902	-928 Reduced 5.73%	15,271 $507,000
Q4 2024 Feb 04, 2025	BUY	$32.65 - $33.68 $24,128 - $24,889	739 Added 4.78%	16,199 $530,000
Q3 2024 Nov 13, 2024	BUY	$32.36 - $33.78 $41,712 - $43,542	1,289 Added 9.1%	15,460 $521,000
Q2 2024 Jul 30, 2024	BUY	$32.02 - $32.68 $576 - $588	18 Added 0.13%	14,171 $461,000
Q1 2024 Apr 26, 2024	SELL	$32.38 - $32.91 $6,929 - $7,042	-214 Reduced 1.49%	14,153 $462,000
Q4 2023 Feb 07, 2024	BUY	$30.91 - $32.89 $803 - $855	26 Added 0.18%	14,367 $471,000
Q3 2023 Nov 07, 2023	BUY	$31.4 - $32.25 $52,124 - $53,535	1,660 Added 13.09%	14,341 $451,000
Q2 2023 Aug 02, 2023	BUY	$31.95 - $32.66 $25,879 - $26,454	810 Added 6.82%	12,681 $407,000
Q1 2023 May 09, 2023	SELL	$31.67 - $32.83 $2,881 - $2,987	-91 Reduced 0.76%	11,871 $385,000
Q4 2022 Feb 10, 2023	SELL	$30.74 - $32.36 $1,598 - $1,682	-52 Reduced 0.43%	11,962 $380,000
Q3 2022 Nov 09, 2022	SELL	$31.11 - $33.37 $5,319 - $5,706	-171 Reduced 1.4%	12,014 $376,000
Q2 2022 Aug 08, 2022	BUY	$32.03 - $34.08 $41,606 - $44,269	1,299 Added 11.93%	12,185 $398,000
Q1 2022 May 03, 2022	SELL	$33.91 - $36.04 $1,119 - $1,189	-33 Reduced 0.3%	10,886 $372,000
Q4 2021 Feb 14, 2022	BUY	$35.97 - $36.6 $287 - $292	8 Added 0.07%	10,919 $395,000
Q3 2021 Nov 12, 2021	BUY	$36.52 - $36.95 $5,295 - $5,357	145 Added 1.35%	10,911 $398,000
Q2 2021 Aug 16, 2021	BUY	$36.19 - $36.73 $361 - $367	10 Added 0.09%	10,766 $395,000
Q1 2021 May 14, 2021	BUY	$36.13 - $37.14 $88,193 - $90,658	2,441 Added 29.36%	10,756 $390,000
Q4 2020 Feb 16, 2021	BUY	$36.68 - $37.18 $304,994 - $309,151	8,315 New	8,315 $309,000
Q3 2018 Nov 13, 2018	SELL	N/A	-2,900 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	11 Added 0.38%	2,900 $96,000
Q1 2018 May 14, 2018	BUY	N/A	127 Added 4.6%	2,889 $96,000
Q4 2017 Feb 14, 2018	BUY	N/A	2,762	2,762 $94,000

Others Institutions Holding SPIB

# of Institutions

624

Shares Held

248M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Acorn Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History