A detailed history of Life Goal Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Life Goal Wealth Advisors holds 603 shares of SPY stock, worth $401,399. This represents 0.33% of its overall portfolio holdings.

Number of Shares
603
Previous 582 3.61%
Holding current value
$401,399
Previous $360 Million 11.71%
% of portfolio
0.33%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025

BUY
$617.65 - $666.84 $12,970 - $14,003
21 Added 3.61%
603 $402 Million
Q2 2025

Jul 17, 2025

SELL
$496.48 - $617.85 $764,082 - $950,871
-1,539 Reduced 72.56%
582 $360 Million
Q4 2024

Feb 04, 2025

BUY
$567.81 - $607.81 $1.2 Million - $1.29 Million
2,121 New
2,121 $1.24 Billion

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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