LFA
Legacy Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
2,693
-136
| -5% | -$84K | 0.26% | 63 |
|
|
2025
Q1 | $1.58M | Buy |
2,829
+10
| +0.4% | +$5.6K | 0.26% | 66 |
|
|
2024
Q4 | $1.65M | Buy |
2,819
+546
| +24% | +$320K | 0.27% | 62 |
|
|
2024
Q3 | $1.3M | Buy |
2,273
+948
| +72% | +$544K | 0.22% | 76 |
|
|
2024
Q2 | $721K | Sell |
1,325
-1,290
| -49% | -$702K | 0.13% | 127 |
|
|
2024
Q1 | $1.37M | Buy |
2,615
+87
| +3% | +$45.5K | 0.25% | 71 |
|
|
2023
Q4 | $1.2M | Buy |
2,528
+2,010
| +388% | +$955K | 0.23% | 72 |
|
|
2023
Q3 | $221K | Buy |
518
+63
| +14% | +$26.9K | 0.04% | 241 |
|
|
2023
Q2 | $202K | Buy |
+455
| New | +$202K | 0.04% | 251 |
|
|
2022
Q3 | – | Sell |
-609
| Closed | -$230K | – | 234 |
|
|
2022
Q2 | $230K | Sell |
609
-1
| -0.2% | -$378 | 0.06% | 191 |
|
|
2022
Q1 | $276K | Sell |
610
-126
| -17% | -$57K | 0.06% | 176 |
|
|
2021
Q4 | $350K | Sell |
736
-591
| -45% | -$281K | 0.08% | 126 |
|
|
2021
Q3 | $569K | Hold |
1,327
| – | – | 0.14% | 67 |
|
|
2021
Q2 | $568K | Sell |
1,327
-1,297
| -49% | -$555K | 0.14% | 65 |
|
|
2021
Q1 | $1.04M | Buy |
2,624
+148
| +6% | +$58.7K | 0.29% | 32 |
|
|
2020
Q4 | $922K | Buy |
2,476
+223
| +10% | +$83K | 0.26% | 34 |
|
|
2020
Q3 | $755K | Buy |
+2,253
| New | +$755K | 0.23% | 37 |
|
|
2020
Q1 | – | Sell |
-2,149
| Closed | -$692K | – | 112 |
|
|
2019
Q4 | $692K | Sell |
2,149
-163
| -7% | -$52.5K | 0.22% | 49 |
|
|
2019
Q3 | $686K | Buy |
2,312
+411
| +22% | +$122K | 0.23% | 49 |
|
|
2019
Q2 | $557K | Sell |
1,901
-36
| -2% | -$10.5K | 0.2% | 53 |
|
|
2019
Q1 | $547K | Sell |
1,937
-25
| -1% | -$7.06K | 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% | +$12.6K | 0.21% | 44 |
|
|
2018
Q1 | $508K | Buy |
1,917
+794
| +71% | +$210K | 0.2% | 49 |
|
|
2017
Q4 | $299K | Buy |
+1,123
| New | +$299K | 0.12% | 76 |
|