Acorn Wealth Advisors, LLC Financial Sector Spdr Transaction History

Acorn Wealth Advisors, LLC

  • $222 Million
  • Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,219 shares of XLF stock, worth $278,903. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,219
Previous 5,653 7.68%
Holding current value
$278,903
Previous $273,000 5.13%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 01, 2025
SELL
$47.32 - $52.19 $20,536 - $22,650
-434 Reduced 7.68%
5,219 $259,000
Q4 2024

Feb 04, 2025
BUY
$44.89 - $51.34 $493 - $564
11 Added 0.19%
5,653 $273,000
Q3 2024

Nov 13, 2024
SELL
$40.84 - $45.74 $28,261 - $31,652
-692 Reduced 10.93%
5,642 $255,000
Q2 2024

Jul 30, 2024
BUY
$39.59 - $42.49 $554 - $594
14 Added 0.22%
6,334 $260,000
Q1 2024

Apr 26, 2024
BUY
$37.27 - $42.12 $447 - $505
12 Added 0.19%
6,320 $266,000
Q4 2023

Feb 07, 2024
SELL
$31.45 - $37.72 $67,743 - $81,248
-2,154 Reduced 25.45%
6,308 $237,000
Q3 2023

Nov 07, 2023
SELL
$33.17 - $35.6 $15,589 - $16,732
-470 Reduced 5.26%
8,462 $280,000
Q2 2023

Aug 02, 2023
SELL
$31.55 - $33.71 $14,260 - $15,236
-452 Reduced 4.82%
8,932 $301,000
Q1 2023

May 09, 2023
BUY
$30.98 - $37.0 $774 - $925
25 Added 0.27%
9,384 $301,000
Q4 2022

Feb 10, 2023
SELL
$30.29 - $36.31 $37,377 - $44,806
-1,234 Reduced 11.65%
9,359 $320,000
Q3 2022

Nov 09, 2022
BUY
$30.36 - $35.81 $6,588 - $7,770
217 Added 2.09%
10,593 $322,000
Q2 2022

Aug 08, 2022
BUY
$30.84 - $38.22 $9,652 - $11,962
313 Added 3.11%
10,376 $326,000
Q1 2022

May 03, 2022
SELL
$35.66 - $41.42 $21,253 - $24,686
-596 Reduced 5.59%
10,063 $386,000
Q4 2021

Feb 14, 2022
BUY
$37.54 - $40.62 $3,303 - $3,574
88 Added 0.83%
10,659 $416,000
Q3 2021

Nov 12, 2021
BUY
$35.11 - $39.0 $15,097 - $16,770
430 Added 4.24%
10,571 $397,000
Q2 2021

Aug 16, 2021
BUY
$34.47 - $38.47 $35,021 - $39,085
1,016 Added 11.13%
10,141 $372,000
Q1 2021

May 14, 2021
BUY
$28.95 - $34.77 $781 - $938
27 Added 0.3%
9,125 $311,000
Q4 2020

Feb 16, 2021
SELL
$23.61 - $29.48 $543 - $678
-23 Reduced 0.25%
9,098 $268,000
Q3 2020

Nov 04, 2020
BUY
$22.68 - $25.49 $816 - $917
36 Added 0.4%
9,121 $220,000
Q2 2020

Aug 19, 2020
BUY
$19.55 - $26.74 $177,611 - $242,932
9,085 New
9,085 $210,000
Q1 2020

May 13, 2020
SELL
$17.66 - $31.17 $196,555 - $346,922
-11,130 Closed
0 $0
Q4 2019

Feb 07, 2020
SELL
$26.78 - $30.94 $3,052 - $3,527
-114 Reduced 1.01%
11,130 $340,000
Q3 2019

Nov 21, 2019
SELL
$27.86 - $28.52 $417 - $427
-15 Reduced 0.13%
11,244 $333,000
Q2 2019

Aug 14, 2019
SELL
N/A
-905 Reduced 7.44%
11,259 $306,000
Q1 2019

May 08, 2019
BUY
N/A
19 Added 0.16%
12,164 $329,000
Q4 2018

Feb 04, 2019
BUY
N/A
23 Added 0.19%
12,145 $295,000
Q3 2018

Nov 13, 2018
BUY
N/A
5 Added 0.04%
12,122 $319,000
Q2 2018

Aug 10, 2018
BUY
N/A
17 Added 0.14%
12,117 $324,000
Q1 2018

May 14, 2018
BUY
N/A
1,899 Added 18.62%
12,100 $337,000
Q4 2017

Feb 14, 2018
BUY
N/A
10,201
10,201 $289,000

Others Institutions Holding XLF

# of Institutions
2,112
Shares Held
1.01B
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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