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

Arcadia Wealth Management (New Hampshire)’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.2M	Buy	218,104 +67,033	+44%	+$5.72M	6.02%	4
2026 Q1	$11.6M	Buy	151,071 +33,776	+29%	+$2.7M	4.18%	8
2025 Q4	$9.41M	Sell	117,295 -386	-0.3%	-$30.7K	3.5%	8
2025 Q3	$9.22M	Sell	117,681 -8,411	-7%	-$634K	3.66%	8
2025 Q2	$9.17M	Buy	126,092 +1,415	+1%	+$95.2K	4.01%	8
2025 Q1	$8.2M	Sell	124,677 -2,540	-2%	-$176K	4.05%	9
2024 Q4	$8.77M	Buy	127,217 +8,454	+7%	+$586K	4.44%	5
2024 Q3	$8M	Buy	118,763 +2,714	+2%	+$176K	4.21%	6
2024 Q2	$7.43M	Sell	116,049 -23,248	-17%	-$1.43M	4.24%	6
2024 Q1	$8.58M	Sell	139,297 -3,612	-3%	-$212K	5.28%	6
2023 Q4	$7.99M	Buy	142,909 +2,398	+2%	+$126K	5.55%	6
2023 Q3	$7.06M	Sell	140,511 -72,327	-34%	-$3.78M	5.51%	7
2023 Q2	$11.1M	Buy	212,838 +141,582	+199%	+$6.99M	8.18%	5
2023 Q1	$3.43M	Sell	71,256 -6,336	-8%	-$297K	2.85%	10
2022 Q4	$3.49M	Buy	+77,592	New	+$3.51M	3.06%	10

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Arcadia Wealth Management (New Hampshire) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 44% in Q2 2026, buying an estimated $5.72M and bringing the position to 218,104 shares worth $19.2M. The position accounts for 6.02% of the portfolio, ranked #4.

Arcadia Wealth Management (New Hampshire) first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 218,104 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.2M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 67,033 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.72M.
State Street SPDR Portfolio S&P 500 ETF made up 6.02% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #4 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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