Legacy Financial Group (Iowa)’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 | $1.75M | Buy |
2,834
+81
| +3% | +$50K | 0.24% | 48 |
|
|
2025
Q1 | $1.54M | Sell |
2,753
-127
| -4% | -$71K | 0.24% | 46 |
|
|
2024
Q4 | $1.69M | Buy |
+2,880
| New | +$1.69M | 0.27% | 43 |
|
|
2024
Q3 | – | Sell |
-2,997
| Closed | -$1.63M | – | 94 |
|
|
2024
Q2 | $1.63M | Sell |
2,997
-23
| -0.8% | -$12.5K | 0.32% | 45 |
|
|
2024
Q1 | $1.58M | Buy |
+3,020
| New | +$1.58M | 0.32% | 43 |
|
|
2023
Q4 | – | Sell |
-3,125
| Closed | -$1.34M | – | 443 |
|
|
2023
Q3 | $1.34M | Buy |
+3,125
| New | +$1.34M | 0.31% | 42 |
|
|
2021
Q2 | – | Sell |
-12,337
| Closed | -$4.89M | – | 69 |
|
|
2021
Q1 | $4.89M | Sell |
12,337
-6,968
| -36% | -$2.76M | 1.7% | 15 |
|
|
2020
Q4 | $7.22M | Buy |
+19,305
| New | +$7.22M | 2.78% | 9 |
|