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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Family Legacy Financial Solutions's SPY Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2026, selling an estimated $153K and leaving 855 shares worth $638K. The position accounts for 0.39% of the portfolio, ranked #31.

Family Legacy Financial Solutions first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Family Legacy Financial Solutions held 855 shares of State Street SPDR S&P 500 ETF Trust worth $638K as of Q2 2026.
Family Legacy Financial Solutions sold 211 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $153K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Family Legacy Financial Solutions's portfolio in Q2 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 5 quarters since.
Family Legacy Financial Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $1.38M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.