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

LifeGuide Financial 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	$1.15M	Buy	1,542 +181	+13%	+$131K	0.33%	22
2026 Q1	$885K	Hold	1,361	–	–	0.28%	23
2025 Q4	$930K	Sell	1,361 -102	-7%	-$68.9K	0.31%	23
2025 Q3	$904K	Hold	1,463	–	–	0.33%	23
2025 Q2	$904K	Buy	1,463 +44	+3%	+$25.2K	0.33%	24
2025 Q1	$794K	Hold	1,419	–	–	0.32%	21
2024 Q4	$832K	Sell	1,419 -114	-7%	-$67.2K	0.36%	22
2024 Q3	$880K	Hold	1,533	–	–	0.38%	21
2024 Q2	$834K	Sell	1,533 -44	-3%	-$23K	0.41%	22
2024 Q1	$825K	Hold	1,577	–	–	0.42%	20
2023 Q4	$750K	Sell	1,577 -63	-4%	-$28.1K	0.4%	23
2023 Q3	$701K	Hold	1,640	–	–	0.41%	21
2023 Q2	$727K	Hold	1,640	–	–	0.49%	19
2023 Q1	$671K	Hold	1,640	–	–	0.54%	16
2022 Q4	$627K	Sell	1,640 -54	-3%	-$20.8K	0.54%	17
2022 Q3	$605K	Hold	1,694	–	–	0.59%	14
2022 Q2	$639K	Hold	1,694	–	–	0.58%	15
2022 Q1	$765K	Hold	1,694	–	–	0.59%	16
2021 Q4	$805K	Buy	+1,694	New	+$778K	0.6%	15

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

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

LifeGuide Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $131K and bringing the position to 1,542 shares worth $1.15M. The position accounts for 0.33% of the portfolio, ranked #22.

LifeGuide Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LifeGuide Financial Advisors held 1,542 shares of State Street SPDR S&P 500 ETF Trust worth $1.15M as of Q2 2026.
LifeGuide Financial Advisors bought 181 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $131K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #22 holding.
LifeGuide Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.