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Arbor Wealth Advisors LLC

SEC CIK
0002009890
Latest filing
Jul 9, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Arbor Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
4,441
Value
$3.32M
% of portfolio
2.0%
Quarters held
11
Since Q4 2023
Holdings of SPY by Arbor Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,441$3.32M2.0%00.0%UnchangedHolders
Q1 20264,441$2.89M2.0%00.0%UnchangedHolders
Q4 20254,441$3.03M2.2%00.0%UnchangedHolders
Q3 20254,441$2.96M2.2%00.0%UnchangedHolders
Q2 20254,441$2.74M2.2%00.0%UnchangedHolders
Q1 20254,441$2.48M2.2%−10.0%ReducedHolders
Q4 20244,442$2.60M2.3%+884+24.8%AddedHolders
Q3 20243,558$2.04M1.8%00.0%UnchangedHolders
Q2 20243,558$1.94M1.9%00.0%UnchangedHolders
Q1 20243,558$1.86M1.8%00.0%UnchangedHolders
Q4 20233,558$1.69M1.7%–No prior filingHolders