Arkadios Wealth Advisors XLII β€” STATE STREET INDUSTRIAL SELECT SECTOR SPDR PREMIUM INCOME ETF

Ownership history in Arkadios Wealth Advisors  Β·  1 quarter on record

AI Ownership Summary

Arkadios Wealth Advisors reported STATE STREET INDUSTRIAL SELECT SECTOR SPDR PREMIUM INCOME ETF (XLII) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows XLII at 0.03% 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 XLII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in STATE STREET INDUSTRIAL SELECT SECTOR SPDR PREMIUM INCOME ETF, 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 Q1

XLII was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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
2026 Q1 to 2026 Q1

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.

How Arkadios Wealth Advisors held XLII β€” position size vs. price
% of Fund (quarterly)    XLII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 80,271 β€” β€” 0.03% $1.9M 2026-05-18 $24.56

FAQ About Arkadios Wealth Advisors and XLII

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

How long has Arkadios Wealth Advisors reported owning XLII?

Arkadios Wealth Advisors reported XLII across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported XLII position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for XLII was 0.03% in 2026 Q1.

What is the latest reported XLII position on this page?

The most recent filing on this page is 2026 Q1, when Arkadios Wealth Advisors reported 80,271 shares, equal to 0.03% of portfolio, with an estimated market value of $1.9M.

What does the chart on this XLII ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly XLII 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.

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