Spdr S&p 500 Etf shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4.5k | 666.16 |
| 2025-06-30 | $1.2M | 1.9k | 617.85 |
| 2025-03-31 | $1.1M | 2.0k | 559.39 |
| 2024-12-31 | $1.2M | 2.1k | 586.19 |
| 2024-09-30 | $1.3M | 2.3k | 573.74 |
| 2024-06-30 | $1.4M | 2.5k | 544.20 |
| 2024-03-31 | $1.3M | 2.5k | 523.07 |
| 2023-12-31 | $1.2M | 2.5k | 475.26 |
| 2023-09-30 | $1.1M | 2.5k | 427.44 |
| 2023-06-30 | $1.1M | 2.6k | 443.30 |
| 2023-03-31 | $1.1M | 2.6k | 409.37 |
| 2022-12-31 | $999k | 2.6k | 382.32 |
| 2022-09-30 | $975k | 2.7k | 357.01 |
| 2022-06-30 | $1.0M | 2.7k | 377.34 |
| 2022-03-31 | $1.4M | 3.1k | 451.52 |
| 2021-12-31 | $1.5M | 3.1k | 474.89 |
| 2021-09-30 | $1.4M | 3.3k | 429.04 |
| 2021-06-30 | $1.4M | 3.3k | 428.14 |
| 2021-03-31 | $1.4M | 3.5k | 396.26 |
| 2020-12-31 | $1.3M | 3.4k | 373.97 |
| 2020-09-30 | $1.2M | 3.6k | 335.01 |
| 2020-06-30 | $1.2M | 3.9k | 308.43 |
| 2020-03-31 | $957k | 3.7k | 260.62 |
| 2019-12-31 | $1.1M | 3.4k | 323.06 |
| 2019-09-30 | $1.1M | 3.7k | 309.21 |
| 2019-06-30 | $1.1M | 3.7k | 293.01 |
| 2019-03-31 | $1.1M | 3.7k | 289.69 |
| 2018-12-31 | $963k | 3.7k | 256.94 |
| 2018-09-30 | $1.0M | 3.8k | 272.78 |
| 2018-06-30 | $1.0M | 3.8k | 272.04 |
| 2018-03-31 | $1.0M | 3.8k | 267.17 |
| 2017-12-31 | $1.0M | 3.7k | 273.49 |