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

Legacy Solutions LLC’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	$639K	Hold	856	–	–	0.52%	37
2026 Q1	$556K	Buy	856 +1	+0.1%	+$680	0.52%	34
2025 Q4	$583K	Buy	855 +1	+0.1%	+$676	0.51%	33
2025 Q3	$569K	Hold	854	–	–	0.51%	33
2025 Q2	$528K	Buy	854 +28	+3%	+$16K	0.51%	34
2025 Q1	$462K	Buy	826 +67	+9%	+$39.4K	0.51%	33
2024 Q4	$445K	Buy	+759	New	+$447K	0.48%	35

Other funds holding SPY

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return