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Arbor Wealth Advisors LLC → SPY

Arbor Wealth Advisors LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3M
Q4 2025$3M
Q1 2026$2.9M
Q2 2026$3.3M
Q3 2026$3.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.4M4.4K——
Q2 2026$3.3M4.4K——
Q1 2026$2.9M4.4K——
Q4 2025$3M4.4K——
Q3 2025$3M4.4K——

Other funds holding SPY

Other Arbor Wealth Advisors LLC positions

VGES

VANGUARD INDEX FDS

$37.3M
VGES

VANGUARD INDEX FDS

$37.3M
VGES

VANGUARD INDEX FDS

$33.2M
VGES

VANGUARD INDEX FDS

$32.1M
VGES

VANGUARD INDEX FDS

$31.1M
VGES

VANGUARD STAR FDS

$26.8M
VGES

VANGUARD STAR FDS

$26.3M
VGES

VANGUARD STAR FDS

$24.1M