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

Legacy Advisory Services’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	$432K	Sell	566 -232	-29%	-$176K	0.31%	52
2026 Q2	$596K	Buy	798 +126	+19%	+$91.4K	0.42%	24
2026 Q1	$437K	Sell	672 -208	-24%	-$141K	0.33%	32
2025 Q4	$600K	Sell	880 -60	-6%	-$40.6K	0.45%	25
2025 Q3	$626K	Buy	940 +2	+0.2%	+$1.28K	0.47%	23
2025 Q2	$580K	Buy	938 +2	+0.2%	+$1.14K	0.46%	24
2025 Q1	$524K	Buy	936 +42	+5%	+$24.7K	0.44%	25
2024 Q4	$523K	Sell	894 -77	-8%	-$45.4K	0.45%	35
2024 Q3	$557K	Sell	971 -701	-42%	-$388K	0.48%	31
2024 Q2	$910K	Buy	1,672 +726	+77%	+$380K	0.83%	20
2024 Q1	$495K	Buy	946 +23	+2%	+$11.5K	0.47%	29
2023 Q4	$439K	Buy	+923	New	+$411K	0.46%	30

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Legacy Advisory Services's SPY Position: Q3 2026 in Review

Legacy Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q3 2026, selling an estimated $176K and leaving 566 shares worth $432K. The position accounts for 0.31% of the portfolio, ranked #52.

Legacy Advisory Services first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $910K in Q2 2024. 1,875 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Legacy Advisory Services held 566 shares of State Street SPDR S&P 500 ETF Trust worth $432K as of Q3 2026.
Legacy Advisory Services sold 232 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $176K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of Legacy Advisory Services's portfolio in Q3 2026, its #52 holding.
Legacy Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Legacy Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $910K in Q2 2024.
1,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.