Legacy Edge Advisors
SPY icon

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

Legacy Edge Advisors’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
Q3 		$13M Buy
17,029
+344
+2% +$261K 1.15% 29
2026
Q2 		$12.5M Buy
16,685
+286
+2% +$207K 1.14% 26
2026
Q1 		$10.7M Sell
16,399
-853
-5% -$580K 1.12% 25
2025
Q4 		$11.8M Buy
17,252
+1,069
+7% +$723K 1.29% 23
2025
Q3 		$10.8M Hold
16,183
– – 1.27% 25
2025
Q2 		$10M Sell
16,183
-155
-0.9% -$88.6K 1.34% 24
2025
Q1 		$9.14M Sell
16,338
-128
-0.8% -$75.2K 1.43% 21
2024
Q4 		$9.7M Buy
16,466
+587
+4% +$346K 1.54% 24
2024
Q3 		$9.11M Buy
15,879
+234
+1% +$129K 1.46% 24
2024
Q2 		$8.51M Buy
15,645
+1,743
+13% +$912K 1.57% 22
2024
Q1 		$7.27M Buy
13,902
+1,537
+12% +$765K 1.52% 22
2023
Q4 		$5.88M Buy
+12,365
New +$5.51M 1.34% 20

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Legacy Edge Advisors's SPY Position: Q3 2026 in Review

Legacy Edge Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q3 2026, buying an estimated $261K and bringing the position to 17,029 shares worth $13M. The position accounts for 1.15% of the portfolio, ranked #29.

Legacy Edge Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 3,815 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Legacy Edge Advisors held 17,029 shares of State Street SPDR S&P 500 ETF Trust worth $13M as of Q3 2026.
  • Legacy Edge Advisors bought 344 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $261K.
  • State Street SPDR S&P 500 ETF Trust made up 1.15% of Legacy Edge Advisors's portfolio in Q3 2026, its #29 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 3,815 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.