Arkadios Wealth Advisors's ownership history for SPY

Arkadios Wealth Advisors currently holds 82.9K shares with a market value of $53.9M. It started holding SPY on 2024-09-30. At its peak, it held 82.9K shares on 2026-03-31. Its highest holding value was $53.9M on 2026-03-31. 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 25.2K. In the recent year, Arkadios Wealth Advisors has increased its shares by 49.9K.

It has also owned 25 contracts of calls, with the market value of the underlying securities totaling $1.6M 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 10 contracts. In the recent year, Arkadios Wealth Advisors has increased its holdings by 20 contracts.

It has also owned 716 contracts of puts, with the market value of the underlying securities totaling $46.6M 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 6 contracts. In the recent year, Arkadios Wealth Advisors has increased its holdings by 82.9K contracts.