A detailed history of Lifelong Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 652 shares of SPY stock, worth $434,016. This represents 0.12% of its overall portfolio holdings.

Number of Shares
652
Previous 332 96.39%
Holding current value
$434,016
Previous $221 Million 101.03%
% of portfolio
0.12%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$653.02 - $687.39 $208,966 - $219,964
320 Added 96.39%
652 $445 Million
Q2 2025

Jul 09, 2025

BUY
$496.48 - $617.85 $164,831 - $205,126
332 New
332 $205 Million

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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