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

Legacy Capital Group California’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 		– Sell
-666
Closed -$454K – 354
2025
Q4 		$454K Sell
666
-88
-12% -$59.5K 0.11% 229
2025
Q3 		$502K Sell
754
-11
-1% -$7.05K 0.13% 206
2025
Q2 		$473K Buy
765
+165
+28% +$94.3K 0.13% 193
2025
Q1 		$336K Buy
+600
New +$353K 0.12% 207
2024
Q4 		– Sell
-1,369
Closed -$785K – 356
2024
Q3 		$785K Buy
1,369
+304
+29% +$168K 0.26% 110
2024
Q2 		$580K Buy
1,065
+337
+46% +$176K 0.21% 143
2024
Q1 		$381K Sell
728
-6,346
-90% -$3.16M 0.14% 195
2023
Q4 		$3.36M Sell
7,074
-2,171
-23% -$967K 1.3% 13
2023
Q3 		$3.95M Sell
9,245
-3,238
-26% -$1.44M 1.7% 9
2023
Q2 		$5.53M Buy
12,483
+10,595
+561% +$4.45M 2.28% 4
2023
Q1 		$773K Buy
+1,888
New +$753K 0.38% 77

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Capital Group California's SPY Position: Q1 2026 in Review

Legacy Capital Group California sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 666 shares — an estimated $454K sold.

Legacy Capital Group California first reported a position in SPY in Q1 2023 and held it in 11 quarters. The position peaked at $5.53M in Q2 2023. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Legacy Capital Group California reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 666 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $454K.
  • Legacy Capital Group California first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and held it in 11 quarters.
  • Legacy Capital Group California's State Street SPDR S&P 500 ETF Trust position peaked at $5.53M in Q2 2023.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.