CFO4Life Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.44M | Sell |
3,758
-9
| -0.2% | -$6.12K | 0.37% | 46 |
|
|
2025
Q4 | $2.57M | Sell |
3,767
-16
| -0.4% | -$10.8K | 0.37% | 47 |
|
|
2025
Q3 | $2.52M | Buy |
3,783
+11
| +0.3% | +$7.05K | 0.37% | 48 |
|
|
2025
Q2 | $2.33M | Sell |
3,772
-2
| -0.1% | -$1.14K | 0.36% | 46 |
|
|
2025
Q1 | $2.11M | Buy |
3,774
+83
| +2% | +$48.8K | 0.36% | 48 |
|
|
2024
Q4 | $2.16M | Sell |
3,691
-6
| -0.2% | -$3.54K | 0.38% | 43 |
|
|
2024
Q3 | $2.12M | Buy |
3,697
+1
| +0% | +$553 | 0.38% | 41 |
|
|
2024
Q2 | $2.01M | Sell |
3,696
-219
| -6% | -$115K | 0.38% | 39 |
|
|
2024
Q1 | $2.05M | Buy |
3,915
+1,972
| +101% | +$982K | 0.37% | 39 |
|
|
2023
Q4 | $924K | Sell |
1,943
-1
| -0.1% | -$445 | 0.18% | 69 |
|
|
2023
Q3 | $831K | Buy |
1,944
+1
| +0.1% | +$445 | 0.19% | 66 |
|
|
2023
Q2 | $861K | Buy |
1,943
+26
| +1% | +$10.9K | 0.18% | 61 |
|
|
2023
Q1 | $785K | Sell |
1,917
-764
| -28% | -$305K | 0.18% | 64 |
|
|
2022
Q4 | $1.03M | Buy |
2,681
+65
| +2% | +$25K | 0.22% | 61 |
|
|
2022
Q3 | $935K | Buy |
2,616
+852
| +48% | +$338K | 0.25% | 46 |
|
|
2022
Q2 | $674K | Buy |
1,764
+1
| +0.1% | +$410 | 0.17% | 66 |
|
|
2022
Q1 | $796K | Buy |
1,763
+1
| +0.1% | +$445 | 0.17% | 63 |
|
|
2021
Q4 | $837K | Buy |
1,762
+36
| +2% | +$16.5K | 0.17% | 67 |
|
|
2021
Q3 | $741K | Sell |
1,726
-9
| -0.5% | -$3.97K | 0.17% | 67 |
|
|
2021
Q2 | $743K | Buy |
1,735
+81
| +5% | +$33.8K | 0.17% | 61 |
|
|
2021
Q1 | $656K | Sell |
1,654
-18
| -1% | -$6.94K | 0.16% | 66 |
|
|
2020
Q4 | $625K | Buy |
1,672
+12
| +0.7% | +$4.26K | 0.18% | 62 |
|
|
2020
Q3 | $556K | Sell |
1,660
-8
| -0.5% | -$2.65K | 0.19% | 60 |
|
|
2020
Q2 | $514K | Sell |
1,668
-119
| -7% | -$34.8K | 0.2% | 56 |
|
|
2020
Q1 | $461K | Buy |
1,787
+2
| +0.1% | +$610 | 0.25% | 55 |
|
|
2019
Q4 | $574K | Buy |
1,785
+2
| +0.1% | +$616 | 0.24% | 60 |
|
|
2019
Q3 | $529K | Buy |
+1,783
| New | +$527K | 0.24% | 62 |
|
|
2019
Q1 | – | Sell |
-1,144
| Closed | -$286K | – | 132 |
|
|
2018
Q4 | $286K | Sell |
1,144
-340
| -23% | -$91.7K | 0.13% | 91 |
|
|
2018
Q3 | $431K | Buy |
1,484
+127
| +9% | +$36.2K | 0.19% | 82 |
|
|
2018
Q2 | $368K | Buy |
1,357
+33
| +2% | +$8.91K | 0.15% | 90 |
|
|
2018
Q1 | $348K | Sell |
1,324
-24
| -2% | -$6.55K | 0.29% | 58 |
|
|
2017
Q4 | $360K | Sell |
1,348
-37
| -3% | -$9.62K | 0.28% | 61 |
|
|
2017
Q3 | $348K | Sell |
1,385
-325
| -19% | -$80.1K | 0.28% | 68 |
|
|
2017
Q2 | $414K | Sell |
1,710
-3,218
| -65% | -$771K | 0.38% | 51 |
|
|
2017
Q1 | $1.16M | Buy |
+4,928
| New | +$1.15M | 1.05% | 14 |
|
Other funds holding SPY
CFO4Life Group's SPY Position: Q1 2026 in Review
CFO4Life Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.24% in Q1 2026, selling an estimated $6.12K and leaving 3,758 shares worth $2.44M. The position accounts for 0.37% of the portfolio, ranked #46.
CFO4Life Group first reported a position in SPY in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.57M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- CFO4Life Group held 3,758 shares of State Street SPDR S&P 500 ETF Trust worth $2.44M as of Q1 2026.
- CFO4Life Group sold 9 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.12K.
- State Street SPDR S&P 500 ETF Trust made up 0.37% of CFO4Life Group's portfolio in Q1 2026, its #46 holding.
- CFO4Life Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 35 quarters since.
- CFO4Life Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.57M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.