Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Legacy Financial Group (Iowa)’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
2025
Q2 		$1.75M Buy
2025
Q1 		$1.54M Sell
2024
Q4 		$1.69M Buy
2024
Q3 		– Sell
2024
Q2 		$1.63M Sell
2024
Q1 		$1.58M Buy
2023
Q4 		– Sell
2023
Q3 		$1.34M Buy
2021
Q2 		– Sell
2021
Q1 		$4.89M Sell
2020
Q4 		$7.22M Buy