LFA
LifeGuide Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Buy |
1,463
+44
| +3% | +$27.2K | 0.33% | 24 |
|
|
2025
Q1 | $794K | Hold |
1,419
| – | – | 0.32% | 21 |
|
|
2024
Q4 | $832K | Sell |
1,419
-114
| -7% | -$66.8K | 0.36% | 22 |
|
|
2024
Q3 | $880K | Hold |
1,533
| – | – | 0.38% | 21 |
|
|
2024
Q2 | $834K | Sell |
1,533
-44
| -3% | -$23.9K | 0.41% | 22 |
|
|
2024
Q1 | $825K | Hold |
1,577
| – | – | 0.42% | 20 |
|
|
2023
Q4 | $750K | Sell |
1,577
-63
| -4% | -$29.9K | 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% | -$20.7K | 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 | +$805K | 0.6% | 15 |
|