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

Good 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
2020 Q2	–	Sell	-2,000	Closed	-$3K	–	265
2020 Q1	$3K	Buy	+2,000	New	+$610K	﹤0.01%	220
2019 Q1	–	Sell	-3,000	Closed	-$8K	–	262
2018 Q4	$8K	Buy	+3,000	New	+$809K	﹤0.01%	242
2017 Q1	–	Sell	-2,300	Closed	-$4K	–	204
2016 Q4	$4K	Buy	+2,300	New	+$502K	﹤0.01%	165

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Good Life Advisors's SPY Position: Q2 2025 in Review

Good Life Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.5% in Q2 2025, selling an estimated $1.04M and leaving 19,646 shares worth $12.1M. The position accounts for 0.76% of the portfolio, ranked #26.

Good Life Advisors first reported a position in SPY in Q4 2016 and has held it in 35 quarters since. The position peaked at $12.6M in Q3 2024. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Good Life Advisors held 19,646 shares of State Street SPDR S&P 500 ETF Trust worth $12.1M as of Q2 2025.
Good Life Advisors sold 1,824 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $1.04M.
State Street SPDR S&P 500 ETF Trust made up 0.76% of Good Life Advisors's portfolio in Q2 2025, its #26 holding.
Good Life Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 35 quarters since.
Good Life Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $12.6M in Q3 2024.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.