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

Legacy Financial 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
Q1 		$2.63M Sell
4,037
-1,051
-21% -$715K 0.37% 45
2025
Q4 		$3.47M Buy
5,088
+966
+23% +$653K 0.48% 34
2025
Q3 		$2.75M Buy
4,122
+1,429
+53% +$916K 0.38% 38
2025
Q2 		$1.66M Sell
2,693
-136
-5% -$77.7K 0.26% 63
2025
Q1 		$1.58M Buy
2,829
+10
+0.4% +$5.88K 0.26% 66
2024
Q4 		$1.65M Buy
2,819
+546
+24% +$322K 0.27% 62
2024
Q3 		$1.3M Buy
2,273
+948
+72% +$524K 0.22% 76
2024
Q2 		$721K Sell
1,325
-1,290
-49% -$675K 0.13% 127
2024
Q1 		$1.37M Buy
2,615
+87
+3% +$43.3K 0.25% 71
2023
Q4 		$1.2M Buy
2,528
+2,010
+388% +$895K 0.23% 72
2023
Q3 		$221K Buy
518
+63
+14% +$28K 0.04% 241
2023
Q2 		$202K Buy
+455
New +$191K 0.04% 251
2022
Q3 		– Sell
-609
Closed -$230K – 234
2022
Q2 		$230K Sell
609
-1
-0.2% -$410 0.06% 191
2022
Q1 		$276K Sell
610
-126
-17% -$56.1K 0.06% 176
2021
Q4 		$350K Sell
736
-591
-45% -$271K 0.08% 126
2021
Q3 		$569K Hold
1,327
– – 0.14% 67
2021
Q2 		$568K Sell
1,327
-1,297
-49% -$541K 0.14% 65
2021
Q1 		$1.04M Buy
2,624
+148
+6% +$57.1K 0.29% 32
2020
Q4 		$922K Buy
2,476
+223
+10% +$79.1K 0.26% 34
2020
Q3 		$755K Buy
+2,253
New +$747K 0.23% 37
2020
Q1 		– Sell
-2,149
Closed -$692K – 112
2019
Q4 		$692K Sell
2,149
-163
-7% -$50.2K 0.22% 49
2019
Q3 		$686K Buy
2,312
+411
+22% +$121K 0.23% 49
2019
Q2 		$557K Sell
1,901
-36
-2% -$10.4K 0.2% 53
2019
Q1 		$547K Sell
1,937
-25
-1% -$6.79K 0.19% 52
2018
Q4 		$490K Hold
1,962
– – 0.19% 54
2018
Q3 		$570K Hold
1,962
– – 0.21% 46
2018
Q2 		$549K Buy
1,962
+45
+2% +$12.2K 0.21% 44
2018
Q1 		$508K Buy
1,917
+794
+71% +$217K 0.2% 49
2017
Q4 		$299K Buy
+1,123
New +$292K 0.12% 76

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 Financial Advisors's SPY Position: Q1 2026 in Review

Legacy Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q1 2026, selling an estimated $715K and leaving 4,037 shares worth $2.63M. The position accounts for 0.37% of the portfolio, ranked #45.

Legacy Financial Advisors first reported a position in SPY in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.47M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Legacy Financial Advisors held 4,037 shares of State Street SPDR S&P 500 ETF Trust worth $2.63M as of Q1 2026.
  • Legacy Financial Advisors sold 1,051 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $715K.
  • State Street SPDR S&P 500 ETF Trust made up 0.37% of Legacy Financial Advisors's portfolio in Q1 2026, its #45 holding.
  • Legacy Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.47M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.