Arbor Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Arbor Wealth Advisors’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 Q3	$3.39M	Hold	4,441	–	–	2.11%	12
2026 Q2	$3.32M	Hold	4,441	–	–	2.03%	12
2026 Q1	$2.89M	Hold	4,441	–	–	2.03%	12
2025 Q4	$3.03M	Hold	4,441	–	–	2.16%	9
2025 Q3	$2.96M	Hold	4,441	–	–	2.21%	9
2025 Q2	$2.74M	Hold	4,441	–	–	2.23%	9
2025 Q1	$2.48M	Sell	4,441 -1	-0%	-$588	2.22%	9
2024 Q4	$2.6M	Buy	4,442 +884	+25%	+$521K	2.32%	9
2024 Q3	$2.04M	Hold	3,558	–	–	1.84%	10
2024 Q2	$1.94M	Hold	3,558	–	–	1.91%	10
2024 Q1	$1.86M	Hold	3,558	–	–	1.76%	12
2023 Q4	$1.69M	Buy	+3,558	New	+$1.58M	1.74%	12

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Arbor Wealth Advisors's SPY Position: Q3 2026 in Review

Arbor Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 4,441 shares worth $3.39M. The position accounts for 2.11% of the portfolio, ranked #12.

Arbor Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Arbor Wealth Advisors held 4,441 shares of State Street SPDR S&P 500 ETF Trust worth $3.39M as of Q3 2026.
Arbor Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 2.11% of Arbor Wealth Advisors's portfolio in Q3 2026, its #12 holding.
Arbor Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.