Arkadios Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Arkadios Wealth Advisors’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 Q1	$53.9M	Buy	82,917 +5,182	+7%	+$3.52M	0.88%	12
2025 Q4	$53M	Buy	77,735 +19,989	+35%	+$13.5M	1.03%	10
2025 Q3	$38.5M	Buy	57,746 +2,657	+5%	+$1.7M	0.92%	13
2025 Q2	$34M	Buy	55,089 +22,080	+67%	+$12.6M	1%	11
2025 Q1	$18.5M	Buy	33,009 +13,839	+72%	+$8.13M	0.7%	21
2024 Q4	$11.2M	Sell	19,170 -519	-3%	-$306K	0.61%	24
2024 Q3	$11.3M	Sell	19,689 -24,638	-56%	-$13.6M	0.64%	25
2024 Q2	$24.1M	Sell	44,327 -143	-0.3%	-$74.8K	1.63%	8
2024 Q1	$23.3M	Sell	44,470 -11,626	-21%	-$5.79M	1.8%	8
2023 Q4	$26.7M	Buy	56,096 +4,310	+8%	+$1.92M	2.25%	4
2023 Q3	$22.1M	Buy	51,786 +29,055	+128%	+$12.9M	2.1%	3
2023 Q2	$10.1M	Sell	22,731 -615	-3%	-$258K	1.17%	10
2023 Q1	$9.56M	Sell	23,346 -481	-2%	-$192K	1.14%	10
2022 Q4	$9.11M	Buy	23,827 +14,507	+156%	+$5.58M	1.21%	10
2022 Q3	$3.33M	Sell	9,320 -1,108	-11%	-$440K	0.5%	50
2022 Q2	$3.93M	Sell	10,428 -1,780	-15%	-$729K	0.59%	39
2022 Q1	$5.51M	Sell	12,208 -199	-2%	-$88.6K	0.72%	29
2021 Q4	$5.89M	Buy	12,407 +736	+6%	+$338K	0.78%	24
2021 Q3	$5.01M	Sell	11,671 -1,599	-12%	-$705K	0.72%	17
2021 Q2	$5.68M	Buy	13,270 +377	+3%	+$157K	0.69%	19
2021 Q1	$5.11M	Buy	12,893 +63	+0.5%	+$24.3K	0.84%	21
2020 Q4	$4.8M	Buy	12,830 +217	+2%	+$77K	1.01%	21
2020 Q3	$4.38M	Sell	12,613 -1,081	-8%	-$358K	2.2%	6
2020 Q2	$4.37M	Sell	13,694 -2,260	-14%	-$662K	2.42%	6
2020 Q1	$4.11M	Buy	15,954 +2,891	+22%	+$882K	2.62%	5
2019 Q4	$4.4M	Buy	+13,063	New	+$4.02M	2.64%	4

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's SPY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q1 2026, buying an estimated $3.52M and bringing the position to 82,917 shares worth $53.9M. The position accounts for 0.88% of the portfolio, ranked #12.

Arkadios Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Arkadios Wealth Advisors held 82,917 shares of State Street SPDR S&P 500 ETF Trust worth $53.9M as of Q1 2026.
Arkadios Wealth Advisors bought 5,182 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.52M.
State Street SPDR S&P 500 ETF Trust made up 0.88% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.