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

Legacy Bridge’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 Q1	$471K	Hold	724	–	–	0.18%	118
2025 Q4	$494K	Sell	724 -21	-3%	-$14.2K	0.2%	114
2025 Q3	$497K	Sell	745 -2	-0.3%	-$1.28K	0.21%	112
2025 Q2	$462K	Sell	747 -12	-2%	-$6.86K	0.22%	109
2025 Q1	$425K	Buy	759 +94	+14%	+$55.3K	0.24%	113
2024 Q4	$390K	Hold	665	–	–	0.2%	117
2024 Q3	$382K	Hold	665	–	–	0.21%	116
2024 Q2	$362K	Buy	665 +8	+1%	+$4.19K	0.21%	110
2024 Q1	$344K	Buy	657 +10	+2%	+$4.98K	0.2%	110
2023 Q4	$308K	Hold	647	–	–	0.2%	113
2023 Q3	$277K	Hold	647	–	–	0.2%	121
2023 Q2	$287K	Hold	647	–	–	0.19%	124
2023 Q1	$265K	Hold	647	–	–	0.18%	126
2022 Q4	$247K	Hold	647	–	–	0.18%	128
2022 Q3	$231K	Hold	647	–	–	0.18%	126
2022 Q2	$244K	Hold	647	–	–	0.18%	132
2022 Q1	$292K	Hold	647	–	–	0.17%	134
2021 Q4	$307K	Sell	647 -50	-7%	-$23K	0.16%	140
2021 Q3	$299K	Hold	697	–	–	0.17%	133
2021 Q2	$298K	Hold	697	–	–	0.17%	134
2021 Q1	$276K	Hold	697	–	–	0.18%	128
2020 Q4	$261K	Hold	697	–	–	0.19%	121
2020 Q3	$233K	Hold	697	–	–	0.21%	116
2020 Q2	$215K	Sell	697 -10	-1%	-$2.93K	0.24%	115
2020 Q1	$182K	Sell	707 -100	-12%	-$30.5K	0.23%	118
2019 Q4	$260K	Hold	807	–	–	0.22%	125
2019 Q3	$239K	Hold	807	–	–	0.23%	122
2019 Q2	$236K	Buy	807 +10	+1%	+$2.88K	0.23%	121
2019 Q1	$225K	Buy	797 +37	+5%	+$10.1K	0.23%	121
2018 Q4	$190K	Buy	+760	New	+$205K	0.24%	120

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Bridge's SPY Position: Q1 2026 in Review

Legacy Bridge held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 724 shares worth $471K. The position accounts for 0.18% of the portfolio, ranked #118.

Legacy Bridge first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $497K in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Legacy Bridge held 724 shares of State Street SPDR S&P 500 ETF Trust worth $471K as of Q1 2026.
Legacy Bridge left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Legacy Bridge's portfolio in Q1 2026, its #118 holding.
Legacy Bridge first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Legacy Bridge's State Street SPDR S&P 500 ETF Trust position peaked at $497K in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.