LA
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Legacy Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Legacy Advisors’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 		$31.6M Buy
42,276
+2,352
+6% +$1.71M 2.95% 7
2026
Q1 		$26M Buy
39,924
+45
+0.1% +$30.6K 3.06% 8
2025
Q4 		$27.2M Buy
39,879
+204
+0.5% +$138K 2.92% 7
2025
Q3 		$26.4M Buy
39,675
+15,158
+62% +$9.72M 3.26% 7
2025
Q2 		$39.7K Sell
24,517
-15,789
-39% -$9.03M 0.63% 14
2025
Q1 		$22.5M Buy
40,306
+1,374
+4% +$808K 2.32% 8
2024
Q4 		$22.8M Buy
38,932
+1,464
+4% +$863K 2.21% 8
2024
Q3 		$21.5M Buy
37,468
+316
+0.9% +$175K 2.33% 8
2024
Q2 		$20.2M Buy
37,152
+484
+1% +$253K 2.46% 7
2024
Q1 		$19.2M Sell
36,668
-54
-0.1% -$26.9K 2.42% 8
2023
Q4 		$17.5M Sell
36,722
-2,432
-6% -$1.08M 2.25% 8
2023
Q3 		$16.7M Sell
39,154
-148
-0.4% -$65.8K 2.7% 5
2023
Q2 		$17.4M Buy
39,302
+16,169
+70% +$6.79M 2.59% 4
2023
Q1 		$9.47M Sell
23,133
-2,166
-9% -$864K 1.75% 7
2022
Q4 		$9.67M Buy
25,299
+2,012
+9% +$773K 1.77% 5
2022
Q3 		$8.32M Sell
23,287
-8,975
-28% -$3.56M 1.84% 4
2022
Q2 		$12.2M Hold
32,262
– – 2.56% 4
2022
Q1 		$14.6M Buy
32,262
+9,045
+39% +$4.03M 2.83% 4
2021
Q4 		$11M Buy
23,217
+17
+0.1% +$7.8K 4.05% 4
2021
Q3 		$9.96M Buy
23,200
+16
+0.1% +$7.06K 3.98% 4
2021
Q2 		$9.92M Buy
23,184
+42
+0.2% +$17.5K 4.03% 6
2021
Q1 		$9.17M Buy
23,142
+22
+0.1% +$8.48K 4.05% 4
2020
Q4 		$8.64M Sell
23,120
-4,384
-16% -$1.56M 4.91% 3
2020
Q3 		$9.21M Buy
27,504
+371
+1% +$123K 6.08% 2
2020
Q2 		$8.37M Sell
27,133
-3,860
-12% -$1.13M 6.64% 2
2020
Q1 		$7.99M Buy
30,993
+72
+0.2% +$22K 7.99% 1
2019
Q4 		$9.95M Sell
30,921
-88
-0.3% -$27.1K 6.32% 2
2019
Q3 		$9.2M Buy
31,009
+375
+1% +$111K 6.88% 2
2019
Q2 		$8.98M Sell
30,634
-27,856
-48% -$8.02M 6.07% 2
2019
Q1 		$16.5M Buy
58,490
+29,522
+102% +$8.02M 5.36% 2
2018
Q4 		$7.24M Buy
28,968
+156
+0.5% +$42.1K 5.49% 2
2018
Q3 		$8.38M Buy
28,812
+2,078
+8% +$592K 4.12% 2
2018
Q2 		$7.25M Sell
26,734
-3,055
-10% -$825K 5.42% 2
2018
Q1 		$7.9M Buy
29,789
+5,811
+24% +$1.59M 5.83% 2
2017
Q4 		$6.4M Sell
23,978
-71
-0.3% -$18.5K 6.24% 3
2017
Q3 		$6.04M Buy
24,049
+205
+0.9% +$50.5K 6.73% 4
2017
Q2 		$5.79M Buy
23,844
+243
+1% +$58.2K 7.39% 3
2017
Q1 		$5.59M Sell
23,601
-52,178
-69% -$12.1M 7.55% 4
2016
Q4 		$5.32M Buy
+75,779
New +$16.6M 7.27% 3

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Legacy Advisors's SPY Position: Q2 2026 in Review

Legacy Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q2 2026, buying an estimated $1.71M and bringing the position to 42,276 shares worth $31.6M. The position accounts for 2.95% of the portfolio, ranked #7.

Legacy Advisors first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Legacy Advisors held 42,276 shares of State Street SPDR S&P 500 ETF Trust worth $31.6M as of Q2 2026.
  • Legacy Advisors bought 2,352 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.71M.
  • State Street SPDR S&P 500 ETF Trust made up 2.95% of Legacy Advisors's portfolio in Q2 2026, its #7 holding.
  • Legacy Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.