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

Arcadia Wealth Management (New Hampshire)’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
12,446
+122
+1% +$13.9K 0.46% 31
2026
Q1 		$1.21M Sell
12,324
-145
-1% -$15.1K 0.44% 39
2025
Q4 		$1.33M Sell
12,469
-3,310
-21% -$351K 0.5% 34
2025
Q3 		$1.65M Buy
15,779
+350
+2% +$34.9K 0.65% 29
2025
Q2 		$1.47M Buy
15,429
+1,626
+12% +$139K 0.64% 27
2025
Q1 		$1.11M Buy
13,803
+2,107
+18% +$184K 0.55% 33
2024
Q4 		$1.03M Buy
11,696
+1,461
+14% +$126K 0.52% 32
2024
Q3 		$851K Buy
10,235
+1,484
+17% +$119K 0.45% 31
2024
Q2 		$701K Buy
8,751
+2,307
+36% +$172K 0.4% 34
2024
Q1 		$519K Buy
6,444
+760
+13% +$52.9K 0.32% 38
2023
Q4 		$370K Buy
5,684
+404
+8% +$24.9K 0.26% 39
2023
Q3 		$313K Buy
5,280
+1,236
+31% +$75.7K 0.24% 43
2023
Q2 		$247K Buy
4,044
+336
+9% +$19.2K 0.18% 47
2023
Q1 		$205K Buy
+3,708
New +$196K 0.17% 55

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

Arcadia Wealth Management (New Hampshire) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.99% in Q2 2026, buying an estimated $13.9K and bringing the position to 12,446 shares worth $1.48M. The position accounts for 0.46% of the portfolio, ranked #31.

Arcadia Wealth Management (New Hampshire) first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 488 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 12,446 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.48M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) bought 122 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $13.9K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.46% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #31 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.65M in Q3 2025.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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