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

Legacy Financial Independent 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 Q2	$332K	Sell	445 -73	-14%	-$52.9K	0.16%	89
2026 Q1	$337K	Buy	+518	New	+$352K	0.18%	84

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 Independent Advisors's SPY Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, selling an estimated $52.9K and leaving 445 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #89.

Legacy Financial Independent Advisors first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. The position peaked at $337K in Q1 2026. 4,620 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Legacy Financial Independent Advisors held 445 shares of State Street SPDR S&P 500 ETF Trust worth $332K as of Q2 2026.
Legacy Financial Independent Advisors sold 73 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $52.9K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #89 holding.
Legacy Financial Independent Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 2 quarters since.
Legacy Financial Independent Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $337K in Q1 2026.
4,620 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.