Elite Life Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Elite Life Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$859K	Buy	1,116 +4	+0.4%	+$2.9K	1.01%	16
2026 Q1	$820K	Buy	1,112 +2	+0.2%	+$1.36K	1.03%	15
2025 Q4	$766K	Buy	1,110 +9	+0.8%	+$6.08K	1.24%	14
2025 Q3	$732K	Buy	1,101 +9	+0.8%	+$5.77K	1.49%	12
2025 Q2	$674K	Buy	1,092 +10	+0.9%	+$5.72K	1.74%	11
2025 Q1	$605K	Buy	1,082 +29	+3%	+$17K	1.89%	10
2024 Q4	$617K	Sell	1,053 -5	-0.5%	-$2.95K	1.83%	12
2024 Q3	$607K	Hold	1,058	–	–	1.98%	12
2024 Q2	$576K	Buy	1,058 +10	+1%	+$5.23K	2.23%	11
2024 Q1	$548K	Buy	1,048 +7	+0.7%	+$3.48K	2.68%	10
2023 Q4	$495K	Buy	+1,041	New	+$464K	2.96%	10

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elite Life Management's SPY Position: Q2 2026 in Review

Elite Life Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.36% in Q2 2026, buying an estimated $2.9K and bringing the position to 1,116 shares worth $859K. The position accounts for 1.01% of the portfolio, ranked #16.

Elite Life Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Elite Life Management held 1,116 shares of State Street SPDR S&P 500 ETF Trust worth $859K as of Q2 2026.
Elite Life Management bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 1.01% of Elite Life Management's portfolio in Q2 2026, its #16 holding.
Elite Life Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.