AWMNY
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Arcadia Wealth Management (New York)’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Arcadia Wealth Management (New York)’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.31M Buy
2,124
+115
+6% +$71.1K 0.89% 25
2025
Q1 		$1.12M Buy
2,009
+387
+24% +$216K 0.88% 26
2024
Q4 		$951K Buy
+1,622
New +$951K 0.81% 25