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

LifeGoal Wealth 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 		$588K Buy
788
+29
+4% +$21K 0.27% 52
2026
Q1 		$497K Sell
759
-6
-0.8% -$4.08K 0.28% 53
2025
Q4 		$522K Buy
765
+162
+27% +$109K 0.35% 47
2025
Q3 		$402K Buy
603
+21
+4% +$13.5K 0.33% 48
2025
Q2 		$360K Sell
582
-1,539
-73% -$880K 0.34% 44
2025
Q1 		$1.19M Hold
2,121
– – 1.28% 23
2024
Q4 		$1.24M Buy
+2,121
New +$1.25M 1.35% 21

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

LifeGoal Wealth Advisors's SPY Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q2 2026, buying an estimated $21K and bringing the position to 788 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #52.

LifeGoal Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2024. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • LifeGoal Wealth Advisors held 788 shares of State Street SPDR S&P 500 ETF Trust worth $588K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
  • State Street SPDR S&P 500 ETF Trust made up 0.27% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • LifeGoal Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • LifeGoal Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.24M in Q4 2024.
  • 2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.