Legacy Financial Strategies’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.39M | Sell |
8,552
-11
| -0.1% | -$7.97K | 0.99% | 17 |
|
|
2026
Q1 | $5.57M | Sell |
8,563
-87
| -1% | -$59.2K | 1% | 14 |
|
|
2025
Q4 | $5.9M | Buy |
8,650
+368
| +4% | +$249K | 1.04% | 14 |
|
|
2025
Q3 | $5.52M | Sell |
8,282
-1,159
| -12% | -$743K | 1% | 13 |
|
|
2025
Q2 | $5.83M | Buy |
9,441
+809
| +9% | +$462K | 1.14% | 13 |
|
|
2025
Q1 | $4.83M | Buy |
8,632
+500
| +6% | +$294K | 1.05% | 14 |
|
|
2024
Q4 | $4.75M | Buy |
8,132
+842
| +12% | +$496K | 1.02% | 14 |
|
|
2024
Q3 | $4.18M | Buy |
7,290
+1,009
| +16% | +$558K | 0.92% | 20 |
|
|
2024
Q2 | $3.46M | Buy |
6,281
+113
| +2% | +$59.1K | 0.83% | 20 |
|
|
2024
Q1 | $3.23M | Buy |
6,168
+193
| +3% | +$96.1K | 0.83% | 20 |
|
|
2023
Q4 | $2.84M | Buy |
5,975
+55
| +0.9% | +$24.5K | 0.81% | 24 |
|
|
2023
Q3 | $2.59M | Buy |
5,920
+169
| +3% | +$75.2K | 0.83% | 22 |
|
|
2023
Q2 | $2.55M | Buy |
5,751
+12
| +0.2% | +$5.04K | 0.85% | 22 |
|
|
2023
Q1 | $2.35M | Buy |
5,739
+150
| +3% | +$59.8K | 0.87% | 18 |
|
|
2022
Q4 | $2.14M | Buy |
5,589
+160
| +3% | +$61.5K | 0.88% | 20 |
|
|
2022
Q3 | $1.94M | Sell |
5,429
-151
| -3% | -$60K | 0.9% | 15 |
|
|
2022
Q2 | $2.1M | Sell |
5,580
-86
| -2% | -$35.2K | 1.04% | 15 |
|
|
2022
Q1 | $2.56M | Sell |
5,666
-35
| -0.6% | -$15.6K | 1.09% | 14 |
|
|
2021
Q4 | $2.71M | Sell |
5,701
-16
| -0.3% | -$7.34K | 1.17% | 13 |
|
|
2021
Q3 | $2.45M | Buy |
5,717
+155
| +3% | +$68.4K | 1.15% | 13 |
|
|
2021
Q2 | $2.38M | Buy |
5,562
+14
| +0.3% | +$5.84K | 1.14% | 13 |
|
|
2021
Q1 | $2.2M | Sell |
5,548
-1,566
| -22% | -$604K | 1.16% | 13 |
|
|
2020
Q4 | $2.66M | Buy |
7,114
+1,570
| +28% | +$557K | 1.36% | 11 |
|
|
2020
Q3 | $1.86M | Sell |
5,544
-438
| -7% | -$145K | 1.07% | 13 |
|
|
2020
Q2 | $1.84M | Sell |
5,982
-169
| -3% | -$49.5K | 1.43% | 8 |
|
|
2020
Q1 | $1.58M | Buy |
6,151
+2,381
| +63% | +$726K | 1.51% | 9 |
|
|
2019
Q4 | $1.21M | Sell |
3,770
-525
| -12% | -$162K | 0.98% | 10 |
|
|
2019
Q3 | $1.3M | Buy |
4,295
+348
| +9% | +$103K | 1.16% | 8 |
|
|
2019
Q2 | $1.18M | Sell |
3,947
-693
| -15% | -$200K | 1.1% | 10 |
|
|
2019
Q1 | $1.31M | Buy |
4,640
+285
| +7% | +$77.4K | 1.12% | 10 |
|
|
2018
Q4 | $1.09M | Buy |
4,355
+282
| +7% | +$76K | 1.08% | 12 |
|
|
2018
Q3 | $1.11M | Buy |
+4,073
| New | +$1.16M | 1.13% | 10 |
|
Other funds holding SPY
Legacy Financial Strategies's SPY Position: Q2 2026 in Review
Legacy Financial Strategies reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q2 2026, selling an estimated $7.97K and leaving 8,552 shares worth $6.39M. The position accounts for 0.99% of the portfolio, ranked #17.
Legacy Financial Strategies first reported a position in SPY in Q3 2018 and has held it in 32 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Legacy Financial Strategies held 8,552 shares of State Street SPDR S&P 500 ETF Trust worth $6.39M as of Q2 2026.
- Legacy Financial Strategies sold 11 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.97K.
- State Street SPDR S&P 500 ETF Trust made up 0.99% of Legacy Financial Strategies's portfolio in Q2 2026, its #17 holding.
- Legacy Financial Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 32 quarters since.
- 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 Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.