Legacy Financial Group (Iowa)’s State Street 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
2026 Q2	$2M	Sell	2,679 -4	-0.1%	-$2.9K	0.23%	52
2026 Q1	$1.75M	Sell	2,683 -1	-0%	-$680	0.22%	53
2025 Q4	$1.84M	Sell	2,684 -113	-4%	-$76.4K	0.23%	49
2025 Q3	$1.86M	Sell	2,797 -37	-1%	-$23.7K	0.24%	47
2025 Q2	$1.75M	Buy	2,834 +81	+3%	+$46.3K	0.24%	48
2025 Q1	$1.54M	Sell	2,753 -127	-4%	-$74.6K	0.24%	46
2024 Q4	$1.69M	Buy	+2,880	New	+$1.7M	0.27%	43
2024 Q3	–	Sell	-2,997	Closed	-$1.63M	–	94
2024 Q2	$1.63M	Sell	2,997 -23	-0.8%	-$12K	0.32%	45
2024 Q1	$1.58M	Buy	+3,020	New	+$1.5M	0.32%	43
2023 Q4	–	Sell	-3,125	Closed	-$1.34M	–	443
2023 Q3	$1.34M	Buy	+3,125	New	+$1.39M	0.31%	42
2021 Q2	–	Sell	-12,337	Closed	-$4.89M	–	69
2021 Q1	$4.89M	Sell	12,337 -6,968	-36%	-$2.69M	1.7%	15
2020 Q4	$7.22M	Buy	+19,305	New	+$6.85M	2.78%	9

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 Financial Group (Iowa)'s SPY Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.15% in Q2 2026, selling an estimated $2.9K and leaving 2,679 shares worth $2M. The position accounts for 0.23% of the portfolio, ranked #52.

Legacy Financial Group (Iowa) first reported a position in SPY in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.22M in Q4 2020. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Legacy Financial Group (Iowa) held 2,679 shares of State Street SPDR S&P 500 ETF Trust worth $2M as of Q2 2026.
Legacy Financial Group (Iowa) sold 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #52 holding.
Legacy Financial Group (Iowa) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 12 quarters since.
Legacy Financial Group (Iowa)'s State Street SPDR S&P 500 ETF Trust position peaked at $7.22M in Q4 2020.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.