LWA
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LifeGoal Wealth Advisors’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$360K Sell
582
-1,539
-73% -$951K 0.34% 44
2025
Q1 		$1.19M Hold
2,121
– – 1.28% 23
2024
Q4 		$1.24M Buy
+2,121
New +$1.24M 1.35% 21