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

Legacy Capital Wealth Management’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 		$224K Sell
300
-1,300
-81% -$943K 0.1% 71
2026
Q1 		$1.04M Buy
+1,600
New +$1.09M 0.6% 40

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Legacy Capital Wealth Management's SPY Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q2 2026, selling an estimated $89.9K and leaving 7,299 shares worth $5.45M. The position accounts for 2.5% of the portfolio, ranked #9.

Legacy Capital Wealth Management first reported a position in SPY in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.4M in Q4 2024. 4,062 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Legacy Capital Wealth Management held 7,299 shares of State Street SPDR S&P 500 ETF Trust worth $5.45M as of Q2 2026.
  • Legacy Capital Wealth Management sold 124 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $89.9K.
  • State Street SPDR S&P 500 ETF Trust made up 2.5% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Legacy Capital Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 4 quarters since.
  • Legacy Capital Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $14.4M in Q4 2024.
  • 4,062 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.