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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.84M	Sell	32,272 -18,881	-37%	-$1.61M	0.38%	36
2026 Q1	$3.92M	Sell	51,153 -40,488	-44%	-$3.24M	0.54%	28
2025 Q4	$7.35M	Sell	91,641 -8,994	-9%	-$715K	1.08%	17
2025 Q3	$7.88M	Buy	100,635 +281	+0.3%	+$21.2K	1.21%	16
2025 Q2	$7.29M	Sell	100,354 -5,089	-5%	-$342K	1.2%	16
2025 Q1	$6.93M	Sell	105,443 -23,152	-18%	-$1.6M	1.25%	16
2024 Q4	$8.87M	Sell	128,595 -12,833	-9%	-$890K	1.46%	14
2024 Q3	$9.55M	Sell	141,428 -4,468	-3%	-$291K	1.69%	13
2024 Q2	$9.34M	Sell	145,896 -3,893	-3%	-$240K	1.74%	12
2024 Q1	$9.22M	Sell	149,789 -10,941	-7%	-$641K	1.74%	12
2023 Q4	$8.98M	Sell	160,730 -42,381	-21%	-$2.22M	1.57%	12
2023 Q3	$10.2M	Sell	203,111 -6,411	-3%	-$335K	1.82%	12
2023 Q2	$10.9M	Buy	209,522 +4,974	+2%	+$245K	1.94%	12
2023 Q1	$9.85M	Buy	204,548 +3,757	+2%	+$176K	1.92%	12
2022 Q4	$9.03M	Buy	200,791 +9,286	+5%	+$420K	1.92%	11
2022 Q3	$8.04M	Buy	191,505 +8,221	+4%	+$384K	1.92%	11
2022 Q2	$8.13M	Buy	183,284 +9,500	+5%	+$458K	1.93%	11
2022 Q1	$9.23M	Buy	173,784 +15,858	+10%	+$830K	1.85%	11
2021 Q4	$8.82M	Buy	157,926 +10,953	+7%	+$591K	1.76%	10
2021 Q3	$7.42M	Buy	146,973 +14,544	+11%	+$754K	2.29%	8
2021 Q2	$6.67M	Buy	132,429 +31,649	+31%	+$1.55M	1.97%	10
2021 Q1	$4.7M	Buy	100,780 +8,766	+10%	+$398K	1.71%	11
2020 Q4	$4.04M	Buy	92,014 +18,819	+26%	+$785K	1.59%	11
2020 Q3	$2.88M	Buy	73,195 +9,256	+14%	+$360K	1.51%	11
2020 Q2	$2.32M	Buy	63,939 +4,601	+8%	+$158K	1.62%	7
2020 Q1	$1.79M	Buy	59,338 +13,335	+29%	+$478K	1.78%	8
2019 Q4	$1.74M	Buy	+46,003	New	+$1.66M	1.46%	9

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Acorn Financial Advisory Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 37% in Q2 2026, selling an estimated $1.61M and leaving 32,272 shares worth $2.84M. The position accounts for 0.38% of the portfolio, ranked #36.

Acorn Financial Advisory Services first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q2 2023. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Acorn Financial Advisory Services held 32,272 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.84M as of Q2 2026.
Acorn Financial Advisory Services sold 18,881 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.61M.
State Street SPDR Portfolio S&P 500 ETF made up 0.38% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #36 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.9M in Q2 2023.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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