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 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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

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 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 Advisory Services's SPY Position: Q2 2026 in Review

Legacy Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, buying an estimated $91.4K and bringing the position to 798 shares worth $596K. The position accounts for 0.42% of the portfolio, ranked #24.

Legacy Advisory Services first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $910K in Q2 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Legacy Advisory Services held 798 shares of State Street SPDR S&P 500 ETF Trust worth $596K as of Q2 2026.
Legacy Advisory Services bought 126 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $91.4K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Legacy Advisory Services's portfolio in Q2 2026, its #24 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 11 quarters since.
Legacy Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $910K in Q2 2024.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.