Acorn Wealth Advisors’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
Q2 | $1.94M | Sell |
2,595
-125
| -5% | -$90.6K | 0.47% | 51 |
|
|
2026
Q1 | $1.77M | Sell |
2,720
-708
| -21% | -$481K | 0.52% | 48 |
|
|
2025
Q4 | $2.34M | Sell |
3,428
-1,075
| -24% | -$727K | 0.7% | 37 |
|
|
2025
Q3 | $3M | Buy |
4,503
+2,599
| +137% | +$1.67M | 0.94% | 24 |
|
|
2025
Q2 | $1.18M | Sell |
1,904
-145
| -7% | -$82.9K | 0.44% | 54 |
|
|
2025
Q1 | $1.15M | Sell |
2,049
-61
| -3% | -$35.9K | 0.48% | 49 |
|
|
2024
Q4 | $1.24M | Sell |
2,110
-222
| -10% | -$131K | 0.51% | 45 |
|
|
2024
Q3 | $1.34M | Sell |
2,332
-164
| -7% | -$90.7K | 0.57% | 37 |
|
|
2024
Q2 | $1.36M | Buy |
2,496
+29
| +1% | +$15.2K | 0.67% | 37 |
|
|
2024
Q1 | $1.29M | Buy |
2,467
+5
| +0.2% | +$2.49K | 0.67% | 38 |
|
|
2023
Q4 | $1.17M | Sell |
2,462
-25
| -1% | -$11.1K | 0.69% | 34 |
|
|
2023
Q3 | $1.06M | Sell |
2,487
-78
| -3% | -$34.7K | 0.71% | 33 |
|
|
2023
Q2 | $1.14M | Sell |
2,565
-33
| -1% | -$13.8K | 0.78% | 30 |
|
|
2023
Q1 | $1.06M | Sell |
2,598
-15
| -0.6% | -$5.99K | 0.78% | 29 |
|
|
2022
Q4 | $999K | Sell |
2,613
-118
| -4% | -$45.4K | 0.77% | 32 |
|
|
2022
Q3 | $975K | Buy |
2,731
+57
| +2% | +$22.6K | 0.8% | 30 |
|
|
2022
Q2 | $1.01M | Sell |
2,674
-389
| -13% | -$159K | 0.8% | 29 |
|
|
2022
Q1 | $1.38M | Sell |
3,063
-83
| -3% | -$37K | 0.95% | 22 |
|
|
2021
Q4 | $1.49M | Sell |
3,146
-194
| -6% | -$89.1K | 0.95% | 23 |
|
|
2021
Q3 | $1.43M | Buy |
3,340
+49
| +1% | +$21.6K | 1% | 23 |
|
|
2021
Q2 | $1.41M | Sell |
3,291
-242
| -7% | -$101K | 0.97% | 22 |
|
|
2021
Q1 | $1.4M | Buy |
3,533
+137
| +4% | +$52.8K | 1% | 22 |
|
|
2020
Q4 | $1.27M | Sell |
3,396
-183
| -5% | -$64.9K | 1% | 20 |
|
|
2020
Q3 | $1.2M | Sell |
3,579
-289
| -7% | -$95.8K | 1.05% | 19 |
|
|
2020
Q2 | $1.19M | Buy |
3,868
+196
| +5% | +$57.4K | 1.11% | 18 |
|
|
2020
Q1 | $957K | Buy |
3,672
+233
| +7% | +$71.1K | 1.07% | 22 |
|
|
2019
Q4 | $1.11M | Sell |
3,439
-222
| -6% | -$68.4K | 0.94% | 22 |
|
|
2019
Q3 | $1.13M | Sell |
3,661
-59
| -2% | -$17.4K | 0.97% | 22 |
|
|
2019
Q2 | $1.09M | Buy |
3,720
+54
| +1% | +$15.6K | 1% | 22 |
|
|
2019
Q1 | $1.06M | Sell |
3,666
-82
| -2% | -$22.3K | 0.96% | 20 |
|
|
2018
Q4 | $963K | Sell |
3,748
-61
| -2% | -$16.4K | 0.99% | 22 |
|
|
2018
Q3 | $1.04M | Sell |
3,809
-14
| -0.4% | -$3.99K | 1.03% | 22 |
|
|
2018
Q2 | $1.04M | Buy |
3,823
+9
| +0.2% | +$2.43K | 0.89% | 22 |
|
|
2018
Q1 | $1.02M | Buy |
3,814
+143
| +4% | +$39K | 0.88% | 22 |
|
|
2017
Q4 | $1M | Buy |
+3,671
| New | +$955K | 0.92% | 19 |
|
Other funds holding SPY
Acorn Wealth Advisors's SPY Position: Q2 2026 in Review
Acorn Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.6% in Q2 2026, selling an estimated $90.6K and leaving 2,595 shares worth $1.94M. The position accounts for 0.47% of the portfolio, ranked #51.
Acorn Wealth Advisors first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. The position peaked at $3M in Q3 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Acorn Wealth Advisors held 2,595 shares of State Street SPDR S&P 500 ETF Trust worth $1.94M as of Q2 2026.
- Acorn Wealth Advisors sold 125 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $90.6K.
- State Street SPDR S&P 500 ETF Trust made up 0.47% of Acorn Wealth Advisors's portfolio in Q2 2026, its #51 holding.
- Acorn Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
- Acorn Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3M in Q3 2025.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.