ARCADIA INVESTMENT ADVISORS LLC DGT — SPDR SER TR

Ownership history in ARCADIA INVESTMENT ADVISORS LLC  ·  7 quarters on record

AI Ownership Summary

ARCADIA INVESTMENT ADVISORS LLC reported SPDR SER TR (DGT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.39% in 2026 Q1. The latest visible filing shows DGT at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARCADIA INVESTMENT ADVISORS LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DGT was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGT stock page ARCADIA INVESTMENT ADVISORS LLC fund profile ARCADIA INVESTMENT ADVISORS LLC full holdings
How ARCADIA INVESTMENT ADVISORS LLC held DGT — position size vs. price
% of Fund (quarterly)    DGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,867 — 0% 0.38% $899K 2026-07-13 $184.61
2026 Q1 UNCHANGED — — — 4,867 — 0% 0.39% $825K 2026-04-14 $176.70
2025 Q4 UNCHANGED — — — 4,867 — 0% 0.38% $811K 2026-01-15 $169.43
2025 Q3 UNCHANGED — — — 4,867 — 0% 0.38% $787K 2025-10-17 $159.42
2025 Q2 UNCHANGED — — — 4,867 — 0% 0.38% $733K 2025-07-23 $150.69
2025 Q1 UNCHANGED — — — 4,867 — 0% 0.38% $680K 2025-05-02 $136.43
2024 Q4 INITIATED — — — 4,867 — — 0.35% $643K 2025-01-24 $132.90

🏢 Other funds also holding DGT

As of 2026 Q2 — sorted by position size

Members Advisory Group LLC 3Y 4.13% Systelligence, LLC 3Y 2.45% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 0.38% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.02% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.01% Main Street Group, LTD 0.01% WEBSTER BANK, N. A. 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.01% Physician Wealth Advisors, Inc. 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About ARCADIA INVESTMENT ADVISORS LLC and DGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARCADIA INVESTMENT ADVISORS LLC reported owning DGT?

ARCADIA INVESTMENT ADVISORS LLC reported DGT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DGT position in ARCADIA INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for DGT was 0.39% in 2026 Q1.

What is the latest reported DGT position on this page?

The most recent filing on this page is 2026 Q2, when ARCADIA INVESTMENT ADVISORS LLC reported 4,867 shares, equal to 0.38% of portfolio, with an estimated market value of $899K.

What does the chart on this DGT ownership page compare?

The chart compares ARCADIA INVESTMENT ADVISORS LLC's quarterly DGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ARCADIA INVESTMENT ADVISORS LLC Holdings