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

Acorn Financial Advisory Services’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Sell	1,675 -386	-19%	-$280K	0.17%	67
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

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acorn Financial Advisory Services's SPY Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, selling an estimated $280K and leaving 1,675 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #67.

Acorn Financial Advisory Services first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.13M in Q2 2023. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Acorn Financial Advisory Services held 1,675 shares of State Street SPDR S&P 500 ETF Trust worth $1.25M as of Q2 2026.
Acorn Financial Advisory Services sold 386 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $280K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #67 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $5.13M in Q2 2023.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.