Arkadios Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
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.