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

Arkadios Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5M	Buy	323,804 +51,975	+19%	+$4.43M	0.43%	41
2026 Q1	$20.8M	Buy	271,829 +80,114	+42%	+$6.41M	0.34%	58
2025 Q4	$15.4M	Buy	191,715 +154,997	+422%	+$12.3M	0.3%	62
2025 Q3	$2.88M	Sell	36,718 -156	-0.4%	-$11.8K	0.07%	295
2025 Q2	$2.68M	Buy	36,874 +181	+0.5%	+$12.2K	0.08%	272
2025 Q1	$2.41M	Buy	36,693 +1,717	+5%	+$119K	0.09%	245
2024 Q4	$2.41M	Sell	34,976 -561	-2%	-$38.9K	0.13%	148
2024 Q3	$2.4M	Buy	35,537 +8,395	+31%	+$546K	0.14%	155
2024 Q2	$1.74M	Sell	27,142 -117	-0.4%	-$7.2K	0.12%	183
2024 Q1	$1.68M	Buy	27,259 +918	+3%	+$53.8K	0.13%	167
2023 Q4	$1.47M	Buy	26,341 +2,637	+11%	+$138K	0.12%	171
2023 Q3	$1.19M	Buy	23,704 +8,192	+53%	+$429K	0.11%	184
2023 Q2	$808K	Buy	15,512 +1,191	+8%	+$58.8K	0.09%	219
2023 Q1	$690K	Buy	14,321 +4,495	+46%	+$211K	0.08%	243
2022 Q4	$442K	Buy	9,826 +56	+0.6%	+$2.53K	0.06%	309
2022 Q3	$410K	Hold	9,770	–	–	0.06%	308
2022 Q2	$433K	Sell	9,770 -1,990	-17%	-$95.9K	0.06%	312
2022 Q1	$625K	Buy	11,760 +307	+3%	+$16.1K	0.08%	263
2021 Q4	$639K	Buy	+11,453	New	+$618K	0.08%	280

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q2 2026, buying an estimated $4.43M and bringing the position to 323,804 shares worth $28.5M. The position accounts for 0.43% of the portfolio, ranked #41.

Arkadios Wealth Advisors first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Arkadios Wealth Advisors held 323,804 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.5M as of Q2 2026.
Arkadios Wealth Advisors bought 51,975 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.43M.
State Street SPDR Portfolio S&P 500 ETF made up 0.43% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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