Life Steps Financial, Inc. Spdr S&P 500 ETF Trust Transaction History

Life Steps Financial, Inc.

$145 Million
Q2 2025

A detailed history of Life Steps Financial, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Life Steps Financial, Inc. holds 36,395 shares of SPY stock, worth $23.1 Million. This represents 15.51% of its overall portfolio holdings.

Number of Shares

36,395

Previous 30,221 20.43%

Holding current value

$23.1 Million

Previous $16.9 Million 33.01%

% of portfolio

15.51%

Previous 13.74%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$496.48 - $617.85 $3.07 Million - $3.81 Million	6,174 Added 20.43%	36,395 $22.5 Million
Q1 2025 Apr 23, 2025	SELL	$551.42 - $612.93 $101,461 - $112,779	-184 Reduced 0.61%	30,221 $16.9 Million
Q4 2024 Feb 03, 2025	BUY	$567.81 - $607.81 $10,220 - $10,940	18 Added 0.06%	30,405 $17.8 Million
Q3 2024 Oct 16, 2024	SELL	$517.38 - $573.86 $80,711 - $89,522	-156 Reduced 0.51%	30,387 $17.4 Million
Q2 2024 Jul 17, 2024	SELL	$495.16 - $548.49 $454,061 - $502,965	-917 Reduced 2.91%	30,543 $16.6 Million
Q1 2024 Apr 26, 2024	SELL	$467.28 - $523.17 $226,630 - $253,737	-485 Reduced 1.52%	31,460 $16.5 Million
Q4 2023 Jan 18, 2024	SELL	$410.68 - $476.69 $193,840 - $224,997	-472 Reduced 1.46%	31,945 $15.2 Million
Q3 2023 Oct 25, 2023	BUY	$425.88 - $457.79 $21,719 - $23,347	51 Added 0.16%	32,417 $13.9 Million
Q2 2023 Jul 14, 2023	SELL	$404.36 - $443.28 $441,156 - $483,618	-1,091 Reduced 3.26%	32,366 $14.3 Million
Q1 2023 Apr 12, 2023	SELL	$379.5 - $416.78 $1.14 Million - $1.25 Million	-2,998 Reduced 8.22%	33,457 $13.7 Million
Q4 2022 Jan 18, 2023	SELL	$357.63 - $407.42 $416,996 - $475,051	-1,166 Reduced 3.1%	36,455 $0
Q3 2022 Oct 14, 2022	SELL	$357.18 - $429.7 $930,096 - $1.12 Million	-2,604 Reduced 6.47%	37,621 $13.4 Million
Q2 2022 Jul 13, 2022	SELL	$365.86 - $456.8 $40,244 - $50,248	-110 Reduced 0.27%	40,225 $15.2 Million
Q1 2022 Apr 12, 2022	SELL	$416.25 - $477.71 $847,901 - $973,095	-2,037 Reduced 4.81%	40,335 $18.2 Million
Q4 2021 Jan 26, 2022	SELL	$428.64 - $477.48 $16,288 - $18,144	-38 Reduced 0.09%	42,372 $20.1 Million
Q3 2021 Oct 06, 2021	SELL	$424.97 - $453.19 $183,587 - $195,778	-432 Reduced 1.01%	42,410 $18.2 Million
Q2 2021 Jul 09, 2021	BUY	$400.61 - $428.06 $551,239 - $589,010	1,376 Added 3.32%	42,842 $18.3 Million
Q1 2021 Apr 20, 2021	SELL	$368.79 - $397.26 $149,728 - $161,287	-406 Reduced 0.97%	41,466 $16.4 Million
Q4 2020 Jan 25, 2021	SELL	$326.54 - $373.88 $12,735 - $14,581	-39 Reduced 0.09%	41,872 $15.7 Million
Q3 2020 Oct 21, 2020	SELL	$310.52 - $357.7 $202,148 - $232,862	-651 Reduced 1.53%	41,911 $14 Million
Q2 2020 Aug 05, 2020	SELL	$246.15 - $323.2 $115,198 - $151,257	-468 Reduced 1.09%	42,562 $13.1 Million
Q1 2020 May 21, 2020	BUY	$222.95 - $338.34 $287,828 - $436,796	1,291 Added 3.09%	43,030 $11.1 Million
Q4 2019 Jan 30, 2020	BUY	$288.06 - $322.94 $12 Million - $13.5 Million	41,739 New	41,739 $13.4 Million

Others Institutions Holding SPY

# of Institutions

5,147

Shares Held

609M

Call Options Held

374M

Put Options Held

667M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Life Steps Financial, Inc. Spdr S&P 500 ETF Trust Transaction History