LifePro Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LifePro Asset Management’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
2024 Q3	$313K	Buy	545 +20	+4%	+$11.1K	0.19%	106
2024 Q2	$286K	Buy	525 +73	+16%	+$38.2K	0.2%	102
2024 Q1	$236K	Sell	452 -29	-6%	-$14.4K	0.16%	114
2023 Q4	$229K	Sell	481 -32	-6%	-$14.3K	0.18%	93
2023 Q3	$219K	Buy	+513	New	+$228K	0.18%	89
2022 Q3	–	Sell	-749	Closed	-$283K	–	120
2022 Q2	$283K	Sell	749 -711	-49%	-$291K	0.15%	94
2022 Q1	$659K	Buy	1,460 +211	+17%	+$93.9K	0.24%	58
2021 Q4	$593K	Buy	1,249 +138	+12%	+$63.4K	0.18%	59
2021 Q3	$477K	Buy	+1,111	New	+$490K	0.14%	60
2021 Q1	–	Sell	-539	Closed	-$202K	–	91
2020 Q4	$202K	Buy	+539	New	+$191K	0.06%	88

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

LifePro Asset Management's SPY Position: Q3 2024 in Review

LifePro Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q3 2024, buying an estimated $11.1K and bringing the position to 545 shares worth $313K. The position accounts for 0.19% of the portfolio, ranked #106.

LifePro Asset Management first reported a position in SPY in Q4 2020 and has held it in 10 quarters since. The position peaked at $659K in Q1 2022. 3,793 funds tracked by Wall St. Rank hold SPY as of Q3 2024.

LifePro Asset Management held 545 shares of State Street SPDR S&P 500 ETF Trust worth $313K as of Q3 2024.
LifePro Asset Management bought 20 State Street SPDR S&P 500 ETF Trust shares in Q3 2024, an estimated $11.1K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of LifePro Asset Management's portfolio in Q3 2024, its #106 holding.
LifePro Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 10 quarters since.
LifePro Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $659K in Q1 2022.
3,793 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.