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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.4M Buy
2,152
+96
+5% +$65.3K 0.76% 25
2025
Q4
$1.4M Buy
2,056
+7
+0.3% +$4.73K 0.8% 24
2025
Q3
$1.37M Sell
2,049
-75
-4% -$48.1K 0.83% 25
2025
Q2
$1.31M Buy
2,124
+115
+6% +$65.7K 0.89% 25
2025
Q1
$1.12M Buy
2,009
+387
+24% +$227K 0.88% 26
2024
Q4
$951K Buy
+1,622
New +$956K 0.81% 25

Other funds holding SPY

Arcadia Wealth Management (New York)'s SPY Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q1 2026, buying an estimated $65.3K and bringing the position to 2,152 shares worth $1.4M. The position accounts for 0.76% of the portfolio, ranked #25.

Arcadia Wealth Management (New York) first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Arcadia Wealth Management (New York) held 2,152 shares of State Street SPDR S&P 500 ETF Trust worth $1.4M as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 96 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $65.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.76% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #25 holding.
  • Arcadia Wealth Management (New York) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • Arcadia Wealth Management (New York)'s State Street SPDR S&P 500 ETF Trust position peaked at $1.4M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.