Back to SPY
Lifestyle Asset Management, Inc. → SPY
Lifestyle Asset Management, Inc. SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$153K
Q3 2026
Peak value
$63.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $42.7M |
| Q1 2026 | $40.7M |
| Q2 2026 | $60.7M |
| Q2 2026 | $149K |
| Q3 2026 | $63.8M |
| Q3 2026 | $153K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $153K | 200 | — | — |
| Q3 2026 | $63.8M | 83.7K | — | — |
| Q2 2026 | $149K | 200 | — | — |
| Q2 2026 | $60.7M | 81.2K | — | — |
| Q1 2026 | $40.7M | 62.5K | — | — |
| Q4 2025 | $42.7M | 62.7K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B