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

Legacy Capital Wealth Partners’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	$4.99M	Sell	18,748 -54,845	-75%	-$39.8M	0.96%	18
2026 Q1	$9.14M	Buy	73,593 +7,731	+12%	+$5.26M	1.88%	6
2025 Q4	$9.8M	Buy	65,862 +3,893	+6%	+$2.63M	2.1%	5
2025 Q3	$7.19M	Sell	61,969 -1,045	-2%	-$670K	1.56%	12
2025 Q2	$8.1M	Sell	63,014 -12,676	-17%	-$7.25M	1.84%	7
2025 Q1	$14.4M	Sell	75,690 -2,988	-4%	-$1.76M	3.55%	3
2024 Q4	$16.9M	Sell	78,678 -76,451	-49%	-$45M	4.17%	3
2024 Q3	$20.9M	Buy	155,129 +124,409	+405%	+$68.8M	4.17%	3
2024 Q2	$16.7M	Buy	30,720 +30,234	+6,221%	+$15.8M	4.26%	4
2024 Q1	$200K	Sell	486 -34,015	-99%	-$16.9M	0.14%	108
2023 Q4	$16.4M	Buy	34,501 +611	+2%	+$272K	4.65%	2
2023 Q3	$14.5M	Buy	33,890 +13,890	+69%	+$6.18M	3.98%	3
2023 Q2	$8.87M	Sell	20,000 -9,320	-32%	-$3.91M	7.37%	2
2023 Q1	$12M	Buy	+29,320	New	+$11.7M	3.28%	5

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Legacy Capital Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 75% in Q2 2026, selling an estimated $39.8M and leaving 18,748 shares worth $4.99M. The position accounts for 0.96% of the portfolio, ranked #18.

Legacy Capital Wealth Partners first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.9M in Q3 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Legacy Capital Wealth Partners held 18,748 shares of State Street SPDR S&P 500 ETF Trust worth $4.99M as of Q2 2026.
Legacy Capital Wealth Partners sold 54,845 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.8M.
State Street SPDR S&P 500 ETF Trust made up 0.96% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #18 holding.
Legacy Capital Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $20.9M in Q3 2024.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.