Arcadia Wealth Management (New Hampshire)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 Q2	$431K	Sell	577 -251	-30%	-$182K	0.14%	61
2026 Q1	$538K	Buy	828 +228	+38%	+$155K	0.19%	49
2025 Q4	$409K	Sell	600 -22	-4%	-$14.9K	0.15%	52
2025 Q3	$414K	Sell	622 -91	-13%	-$58.3K	0.16%	52
2025 Q2	$440K	Buy	713 +164	+30%	+$93.7K	0.19%	46
2025 Q1	$307K	Buy	549 +166	+43%	+$97.6K	0.15%	55
2024 Q4	$225K	Buy	383 +23	+6%	+$13.6K	0.11%	58
2024 Q3	$207K	Sell	360 -1,158	-76%	-$640K	0.11%	61
2024 Q2	$826K	Buy	1,518 +71	+5%	+$37.2K	0.47%	32
2024 Q1	$762K	Buy	1,447 +22	+2%	+$11K	0.47%	31
2023 Q4	$677K	Sell	1,425 -122	-8%	-$54.3K	0.47%	32
2023 Q3	$661K	Sell	1,547 -19	-1%	-$8.45K	0.52%	29
2023 Q2	$694K	Buy	1,566 +97	+7%	+$40.7K	0.51%	30
2023 Q1	$602K	Buy	1,469 +152	+12%	+$60.6K	0.5%	31
2022 Q4	$504K	Buy	+1,317	New	+$506K	0.44%	33

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s SPY Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 30% in Q2 2026, selling an estimated $182K and leaving 577 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #61.

Arcadia Wealth Management (New Hampshire) first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $826K in Q2 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 577 shares of State Street SPDR S&P 500 ETF Trust worth $431K as of Q2 2026.
Arcadia Wealth Management (New Hampshire) sold 251 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $182K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #61 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Arcadia Wealth Management (New Hampshire)'s State Street SPDR S&P 500 ETF Trust position peaked at $826K in Q2 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.