Acorn Financial Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Sell	2,061 -1,021	-33%	-$694K	0.18%	58
2025 Q4	$2.1M	Hold	3,082	–	–	0.31%	38
2025 Q3	$2.05M	Sell	3,082 -588	-16%	-$377K	0.32%	38
2025 Q2	$2.27M	Sell	3,670 -142	-4%	-$81.2K	0.37%	33
2025 Q1	$2.13M	Sell	3,812 -364	-9%	-$214K	0.39%	29
2024 Q4	$2.45M	Sell	4,176 -61	-1%	-$35.9K	0.4%	33
2024 Q3	$2.43M	Sell	4,237 -537	-11%	-$297K	0.43%	27
2024 Q2	$2.6M	Sell	4,774 -2,555	-35%	-$1.34M	0.48%	27
2024 Q1	$3.83M	Buy	7,329 +9	+0.1%	+$4.48K	0.72%	19
2023 Q4	$3.48M	Sell	7,320 -1,141	-13%	-$508K	0.61%	18
2023 Q3	$3.62M	Sell	8,461 -3,111	-27%	-$1.38M	0.65%	21
2023 Q2	$5.13M	Buy	11,572 +1	+0%	+$420	0.91%	13
2023 Q1	$4.74M	Buy	11,571 +3,839	+50%	+$1.53M	0.92%	13
2022 Q4	$2.96M	Sell	7,732 -19	-0.2%	-$7.3K	0.63%	18
2022 Q3	$2.77M	Buy	7,751 +3,104	+67%	+$1.23M	0.66%	19
2022 Q2	$1.75M	Buy	4,647 +1,535	+49%	+$629K	0.42%	31
2022 Q1	$1.41M	Sell	3,112 -27	-0.9%	-$12K	0.28%	61
2021 Q4	$1.49M	Buy	3,139 +10	+0.3%	+$4.59K	0.3%	58
2021 Q3	$1.34M	Sell	3,129 -3,647	-54%	-$1.61M	0.42%	65
2021 Q2	$2.91M	Buy	6,776 +1,049	+18%	+$438K	0.86%	23
2021 Q1	$2.32M	Sell	5,727 -930	-14%	-$359K	0.85%	21
2020 Q4	$2.49M	Sell	6,657 -480	-7%	-$170K	0.98%	16
2020 Q3	$2.39M	Sell	7,137 -194	-3%	-$64.3K	1.25%	14
2020 Q2	$2.27M	Buy	7,331 +5,080	+226%	+$1.49M	1.58%	9
2020 Q1	$581K	Buy	2,251 +293	+15%	+$89.4K	0.57%	55
2019 Q4	$630K	Buy	+1,958	New	+$603K	0.53%	65