Arkadios Wealth Advisors's ownership history for SPY

Arkadios Wealth Advisors currently holds 77.7K shares with a market value of $53.0M. It started holding SPY on 2024-09-30. At its peak, it held 77.7K shares on 2025-12-31. Its highest holding value was $53.0M on 2025-12-31. At its lowest, it held 19.2K shares on 2024-12-31, with a value of $11.2M on 2024-12-31. In the recent 180 days, Arkadios Wealth Advisors has increased its shares by 22.6K. In the recent year, Arkadios Wealth Advisors has increased its shares by 58.6K.

It has also owned 28 contracts of calls, with the market value of the underlying securities totaling $1.9M on 2025-03-31. At its peak, it held 28 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.9M on 2025-12-31. At its lowest, it held 5 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $279.7K on 2025-03-31. In the recent 180 days, Arkadios Wealth Advisors has increased its holdings by 14 contracts.

It has also owned 1.0K contracts of puts, with the market value of the underlying securities totaling $70.2M on 2025-03-31. At its peak, it held 1.0K contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $70.2M on 2025-12-31. At its lowest, it held 54 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $3.0M on 2025-03-31. In the recent 180 days, Arkadios Wealth Advisors has increased its holdings by 559 contracts.