Acorn Wealth Advisors, LLC XLK Holdings History
Acorn Wealth Advisors, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 22,808.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $4.71 Mil. This investment constitutes 1.96% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 16 purchases of XLK, at an average price of $116.36, for a total of 26,926.00 shares. In addition, there have been 4 sales at an average price of $120.03 for 4,118.00 shares. Based on historical transaction data and XLK's current price of $260.29, Acorn Wealth Advisors, LLC's estimated gain on his XLK holdings is $3.30 Mil, reflecting a 105.25% gain to date.
Acorn Wealth Advisors, LLC XLK ($260.29) Holding Chart
Acorn Wealth Advisors, LLC XLK ($260.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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