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

Financial Life Advisors’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	$811K	Buy	1,086 +289	+36%	+$210K	0.23%	36
2026 Q1	$518K	Sell	797 -28	-3%	-$19K	0.16%	38
2025 Q4	$563K	Sell	825 -39	-5%	-$26.4K	0.17%	36
2025 Q3	$576K	Sell	864 -14	-2%	-$8.97K	0.18%	36
2025 Q2	$542K	Sell	878 -5	-0.6%	-$2.86K	0.19%	36
2025 Q1	$494K	Buy	883 +189	+27%	+$111K	0.18%	36
2024 Q4	$407K	Sell	694 -19	-3%	-$11.2K	0.15%	32
2024 Q3	$409K	Sell	713 -6	-0.8%	-$3.32K	0.15%	32
2024 Q2	$391K	Sell	719 -11	-2%	-$5.76K	0.16%	38
2024 Q1	$382K	Sell	730 -42	-5%	-$20.9K	0.16%	40
2023 Q4	$367K	Sell	772 -54	-7%	-$24.1K	0.16%	46
2023 Q3	$353K	Sell	826 -20	-2%	-$8.89K	0.15%	42
2023 Q2	$375K	Sell	846 -113	-12%	-$47.4K	0.16%	45
2023 Q1	$393K	Sell	959 -10	-1%	-$3.99K	0.17%	52
2022 Q4	$371K	Sell	969 -12	-1%	-$4.61K	0.17%	57
2022 Q3	$350K	Buy	981 +102	+12%	+$40.5K	0.18%	48
2022 Q2	$332K	Sell	879 -46	-5%	-$18.8K	0.16%	38
2022 Q1	$418K	Hold	925	–	–	0.17%	39
2021 Q4	$439K	Buy	925 +275	+42%	+$126K	0.17%	37
2021 Q3	$279K	Hold	650	–	–	0.12%	46
2021 Q2	$278K	Hold	650	–	–	0.12%	47
2021 Q1	$258K	Hold	650	–	–	0.12%	47
2020 Q4	$243K	Hold	650	–	–	0.13%	45
2020 Q3	$217K	Buy	+650	New	+$215K	0.11%	45
2020 Q1	–	Sell	-668	Closed	-$215K	–	36
2019 Q4	$215K	Buy	+668	New	+$206K	0.13%	45
2019 Q3	–	Sell	-917	Closed	-$269K	–	47
2019 Q2	$269K	Sell	917 -23	-2%	-$6.62K	0.18%	44
2019 Q1	$266K	Sell	940 -46	-5%	-$12.5K	0.18%	45
2018 Q4	$246K	Sell	986 -7	-0.7%	-$1.89K	0.19%	47
2018 Q3	$289K	Buy	993 +38	+4%	+$10.8K	0.21%	44
2018 Q2	$259K	Hold	955	–	–	0.21%	43
2018 Q1	$246K	Buy	955 +86	+10%	+$23.5K	0.23%	45
2017 Q4	$232K	Buy	+869	New	+$226K	0.19%	45

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Financial Life Advisors's SPY Position: Q2 2026 in Review

Financial Life Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 36% in Q2 2026, buying an estimated $210K and bringing the position to 1,086 shares worth $811K. The position accounts for 0.23% of the portfolio, ranked #36.

Financial Life Advisors first reported a position in SPY in Q4 2017 and has held it in 32 quarters since. 2,396 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Life Advisors held 1,086 shares of State Street SPDR S&P 500 ETF Trust worth $811K as of Q2 2026.
Financial Life Advisors bought 289 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $210K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Financial Life Advisors's portfolio in Q2 2026, its #36 holding.
Financial Life Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 32 quarters since.
2,396 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.