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Legacy Investment Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Legacy Investment Solutions’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 		$116K Buy
+187
New +$107K 0.06% 101
2024
Q4 		$72.7K Buy
121
+10
+9% +$5.89K 0.05% 102
2024
Q3 		$66.3K Buy
+111
New +$61.4K 0.04% 103

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Investment Solutions's SPY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025: 187 shares worth $116K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPY in Q3 2024 and has held it in 3 quarters since. 4,227 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Legacy Investment Solutions held 187 shares of State Street SPDR S&P 500 ETF Trust worth $116K as of Q2 2025.
  • State Street SPDR S&P 500 ETF Trust was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR S&P 500 ETF Trust made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #101 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 3 quarters since.
  • 4,227 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.