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

Family Legacy Financial Solutions’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
Q3 		$653K Buy
856
+1
+0.1% +$760 0.38% 31
2026
Q2 		$638K Sell
855
-211
-20% -$153K 0.39% 31
2026
Q1 		$699K Sell
1,066
-953
-47% -$648K 0.56% 30
2025
Q4 		$1.38M Sell
2,019
-13
-0.6% -$8.79K 1.06% 18
2025
Q3 		$1.35M Sell
2,032
-4
-0.2% -$2.56K 1.04% 20
2025
Q2 		$1.26M Buy
+2,036
New +$1.16M 1.07% 20

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FCM
Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Family Legacy Financial Solutions's SPY Position: Q3 2026 in Review

Family Legacy Financial Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.12% in Q3 2026, buying an estimated $760 and bringing the position to 856 shares worth $653K. The position accounts for 0.38% of the portfolio, ranked #31.

Family Legacy Financial Solutions first reported a position in SPY in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Family Legacy Financial Solutions held 856 shares of State Street SPDR S&P 500 ETF Trust worth $653K as of Q3 2026.
  • Family Legacy Financial Solutions bought 1 State Street SPDR S&P 500 ETF Trust share in Q3 2026, an estimated $760.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of Family Legacy Financial Solutions's portfolio in Q3 2026, its #31 holding.
  • Family Legacy Financial Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 6 quarters since.
  • Family Legacy Financial Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $1.38M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.