Family Legacy Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.37M | Sell |
7,196
-31
| -0.4% | -$22.5K | 1.43% | 21 |
|
|
2026
Q1 | $4.7M | Sell |
7,227
-120
| -2% | -$81.6K | 1.41% | 25 |
|
|
2025
Q4 | $5.01M | Buy |
7,347
+36
| +0.5% | +$24.3K | 1.5% | 24 |
|
|
2025
Q3 | $4.87M | Sell |
7,311
-72
| -1% | -$46.2K | 1.49% | 27 |
|
|
2025
Q2 | $4.56M | Buy |
7,383
+191
| +3% | +$109K | 1.48% | 25 |
|
|
2025
Q1 | $4.02M | Sell |
7,192
-656
| -8% | -$386K | 1.38% | 28 |
|
|
2024
Q4 | $4.63M | Sell |
7,848
-101
| -1% | -$59.5K | 1.57% | 23 |
|
|
2024
Q3 | $4.56M | Sell |
7,949
-128
| -2% | -$70.8K | 1.52% | 27 |
|
|
2024
Q2 | $4.4M | Buy |
8,077
+143
| +2% | +$74.8K | 1.57% | 25 |
|
|
2024
Q1 | $4.15M | Sell |
7,934
-60
| -0.8% | -$29.9K | 1.49% | 24 |
|
|
2023
Q4 | $3.8M | Sell |
7,994
-468
| -6% | -$208K | 1.45% | 29 |
|
|
2023
Q3 | $3.62M | Sell |
8,462
-236
| -3% | -$105K | 1.51% | 29 |
|
|
2023
Q2 | $3.86M | Sell |
8,698
-183
| -2% | -$76.8K | 1.55% | 23 |
|
|
2023
Q1 | $3.64M | Buy |
8,881
+72
| +0.8% | +$28.7K | 1.56% | 25 |
|
|
2022
Q4 | $3.53M | Sell |
8,809
-589
| -6% | -$226K | 1.54% | 23 |
|
|
2022
Q3 | $3.36M | Buy |
9,398
+142
| +2% | +$56.4K | 1.69% | 17 |
|
|
2022
Q2 | $3.52M | Buy |
9,256
+42
| +0.5% | +$17.2K | 1.67% | 17 |
|
|
2022
Q1 | $4.16M | Sell |
9,214
-324
| -3% | -$144K | 1.73% | 15 |
|
|
2021
Q4 | $4.48M | Buy |
9,538
+20
| +0.2% | +$9.18K | 1.83% | 14 |
|
|
2021
Q3 | $4.17M | Sell |
9,518
-18
| -0.2% | -$7.94K | 1.88% | 12 |
|
|
2021
Q2 | $4.15M | Sell |
9,536
-88
| -0.9% | -$36.7K | 1.85% | 14 |
|
|
2021
Q1 | $3.81M | Buy |
9,624
+1,929
| +25% | +$744K | 1.82% | 12 |
|
|
2020
Q4 | $2.88M | Buy |
7,695
+25
| +0.3% | +$8.87K | 1.49% | 25 |
|
|
2020
Q3 | $2.57M | Sell |
7,670
-201
| -3% | -$66.6K | 1.45% | 26 |
|
|
2020
Q2 | $2.43M | Sell |
7,871
-618
| -7% | -$181K | 1.46% | 23 |
|
|
2020
Q1 | $2.19M | Buy |
8,489
+1
| +0% | +$305 | 1.58% | 19 |
|
|
2019
Q4 | $2.75M | Buy |
8,488
+179
| +2% | +$55.1K | 1.57% | 18 |
|
|
2019
Q3 | $2.56M | Buy |
8,309
+185
| +2% | +$54.7K | 1.6% | 18 |
|
|
2019
Q2 | $2.38M | Buy |
8,124
+47
| +0.6% | +$13.5K | 1.86% | 15 |
|
|
2019
Q1 | $2.33M | Buy |
8,077
+156
| +2% | +$42.4K | 1.89% | 12 |
|
|
2018
Q4 | $1.98M | Buy |
7,921
+188
| +2% | +$50.7K | 1.77% | 15 |
|
|
2018
Q3 | $2.25M | Buy |
7,733
+17
| +0.2% | +$4.84K | 1.83% | 13 |
|
|
2018
Q2 | $2.09M | Buy |
7,716
+248
| +3% | +$67K | 1.81% | 15 |
|
|
2018
Q1 | $1.97M | Buy |
7,468
+339
| +5% | +$92.5K | 1.82% | 15 |
|
|
2017
Q4 | $1.9M | Buy |
+7,129
| New | +$1.85M | 1.72% | 19 |
|
|
2017
Q3 | – | Sell |
-6,746
| Closed | -$1.63M | – | 88 |
|
|
2017
Q2 | $1.63M | Sell |
6,746
-355
| -5% | -$85.1K | 1.64% | 22 |
|
|
2017
Q1 | $1.67M | Buy |
+7,101
| New | +$1.65M | 1.75% | 22 |
|
Other funds holding SPY
Family Legacy Inc's SPY Position: Q2 2026 in Review
Family Legacy Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.43% in Q2 2026, selling an estimated $22.5K and leaving 7,196 shares worth $5.37M. The position accounts for 1.43% of the portfolio, ranked #21.
Family Legacy Inc first reported a position in SPY in Q1 2017 and has held it in 37 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Family Legacy Inc held 7,196 shares of State Street SPDR S&P 500 ETF Trust worth $5.37M as of Q2 2026.
- Family Legacy Inc sold 31 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $22.5K.
- State Street SPDR S&P 500 ETF Trust made up 1.43% of Family Legacy Inc's portfolio in Q2 2026, its #21 holding.
- Family Legacy Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 37 quarters since.
- 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 Inc's 13F filing for Q2 2026, filed 6 Aug 2026.