ACORN FINANCIAL ADVISORY SERVICES INC /ADV SPLG — SPDR SERIES TRUST

Ownership history in ACORN FINANCIAL ADVISORY SERVICES INC /ADV  ·  27 quarters on record

AI Ownership Summary

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported SPDR SERIES TRUST (SPLG) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.74% in 2024 Q2. The latest visible filing shows SPLG at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACORN FINANCIAL ADVISORY SERVICES INC /ADV's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPLG was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPLG stock page ACORN FINANCIAL ADVISORY SERVICES INC /ADV fund profile ACORN FINANCIAL ADVISORY SERVICES INC /ADV full holdings
How ACORN FINANCIAL ADVISORY SERVICES INC /ADV held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 32,272 -18,881 -36.9% 0.38% $2.8M 2026-07-20 $87.48
2026 Q1 REDUCED — — — 51,153 -40,488 -44.2% 0.54% $3.9M 2026-04-24 —
2025 Q4 REDUCED — — — 91,641 -8,994 -8.9% 1.08% $7.4M 2026-02-03 —
2025 Q3 ADDED — — — 100,635 +281 +0.3% 1.21% $7.9M 2025-10-24 —
2025 Q2 REDUCED — — — 100,354 -5,089 -4.8% 1.20% $7.3M 2025-07-28 —
2025 Q1 REDUCED — — — 105,443 -23,152 -18.0% 1.25% $6.9M 2025-04-29 —
2024 Q4 REDUCED — — — 128,595 -12,833 -9.1% 1.46% $8.9M 2025-02-14 —
2024 Q3 REDUCED — — — 141,428 -4,468 -3.1% 1.69% $9.5M 2024-11-01 —
2024 Q2 REDUCED — — — 145,896 -3,893 -2.6% 1.74% $9.3M 2024-08-01 —
2024 Q1 REDUCED — — — 149,789 -10,941 -6.8% 1.74% $9.2M 2024-05-08 —
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPLG

As of 2026 Q2 — sorted by position size

Brown Financial Advisory 3Y 42.28% Better Way Financial, LLC 40.55% Klaas Financial Asset Advisors, LLC 3Y 28.04% Private Wealth Group, LLC 3Y 7Y 26.82% Ridgeline Wealth Planning, LLC 26.66% Wise Wealth Partners 23.26% Solitude Financial Services 3Y 22.35% Broadway Wealth Solutions, Inc. 21.17% Auour Investments LLC 3Y 19.8% New Perspectives, Inc 3Y 19.78%

FAQ About ACORN FINANCIAL ADVISORY SERVICES INC /ADV and SPLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported owning SPLG?

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported SPLG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPLG position in ACORN FINANCIAL ADVISORY SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for SPLG was 1.74% in 2024 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 32,272 shares, equal to 0.38% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SPLG ownership page compare?

The chart compares ACORN FINANCIAL ADVISORY SERVICES INC /ADV's quarterly SPLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ACORN FINANCIAL ADVISORY SERVICES INC /ADV Holdings