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

LifeSteps Financial’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 		$30.6M Buy
40,973
+4,738
+13% +$3.44M 14.26% 2
2026
Q1 		$23.6M Buy
36,235
+2,493
+7% +$1.69M 14.92% 1
2025
Q4 		$23M Sell
33,742
-700
-2% -$473K 14.73% 2
2025
Q3 		$22.9M Sell
34,442
-1,953
-5% -$1.25M 14.74% 2
2025
Q2 		$22.5M Buy
36,395
+6,174
+20% +$3.53M 15.45% 2
2025
Q1 		$16.9M Sell
30,221
-184
-0.6% -$108K 13.71% 2
2024
Q4 		$17.8M Buy
30,405
+18
+0.1% +$10.6K 13.67% 2
2024
Q3 		$17.4M Sell
30,387
-156
-0.5% -$86.3K 13.64% 2
2024
Q2 		$16.6M Sell
30,543
-917
-3% -$480K 13.72% 2
2024
Q1 		$16.5M Sell
31,460
-485
-2% -$241K 12.42% 2
2023
Q4 		$15.2M Sell
31,945
-472
-1% -$210K 13.47% 2
2023
Q3 		$13.9M Buy
32,417
+51
+0.2% +$22.7K 14.1% 2
2023
Q2 		$14.3M Sell
32,366
-1,091
-3% -$458K 14.18% 2
2023
Q1 		$13.7M Sell
33,457
-2,998
-8% -$1.2M 14.53% 1
2022
Q4 		$13.9M Sell
36,455
-1,166
-3% -$448K 14.52% 1
2022
Q3 		$13.4M Sell
37,621
-2,604
-6% -$1.03M 15.14% 1
2022
Q2 		$15.2M Sell
40,225
-110
-0.3% -$45.1K 15.82% 1
2022
Q1 		$18.2M Sell
40,335
-2,037
-5% -$907K 13.47% 1
2021
Q4 		$20.1M Sell
42,372
-38
-0.1% -$17.4K 14.25% 1
2021
Q3 		$18.2M Sell
42,410
-432
-1% -$191K 13.93% 1
2021
Q2 		$18.3M Buy
42,842
+1,376
+3% +$574K 14.09% 1
2021
Q1 		$16.4M Sell
41,466
-406
-1% -$157K 13.72% 1
2020
Q4 		$15.7M Sell
41,872
-39
-0.1% -$13.8K 14.36% 1
2020
Q3 		$14M Sell
41,911
-651
-2% -$216K 14.81% 1
2020
Q2 		$13.1M Sell
42,562
-468
-1% -$137K 15.15% 1
2020
Q1 		$11.1M Buy
43,030
+1,291
+3% +$394K 12.77% 1
2019
Q4 		$13.4M Buy
+41,739
New +$12.9M 12.68% 1

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

LifeSteps Financial's SPY Position: Q2 2026 in Review

LifeSteps Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $3.44M and bringing the position to 40,973 shares worth $30.6M. The position accounts for 14.26% of the portfolio, ranked #2.

LifeSteps Financial first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • LifeSteps Financial held 40,973 shares of State Street SPDR S&P 500 ETF Trust worth $30.6M as of Q2 2026.
  • LifeSteps Financial bought 4,738 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.44M.
  • State Street SPDR S&P 500 ETF Trust made up 14.26% of LifeSteps Financial's portfolio in Q2 2026, its #2 holding.
  • LifeSteps Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.