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 Q2	$71.3M	Buy	95,475 +12,558	+15%	+$9.1M	1.08%	8
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arkadios Wealth Advisors's SPY Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, buying an estimated $9.1M and bringing the position to 95,475 shares worth $71.3M. The position accounts for 1.08% of the portfolio, ranked #8.

Arkadios Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Arkadios Wealth Advisors held 95,475 shares of State Street SPDR S&P 500 ETF Trust worth $71.3M as of Q2 2026.
Arkadios Wealth Advisors bought 12,558 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $9.1M.
State Street SPDR S&P 500 ETF Trust made up 1.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #8 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 27 quarters since.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.