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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
2018
Q1 		– Sell
-615
Closed -$3K – 456
2017
Q4 		$3K Hold
615
– – ﹤0.01% 320
2017
Q3 		$61K Buy
+615
New +$152K 0.07% 100

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.