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 Q3	$653K	Hold	856	–	–	0.5%	37
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Legacy Solutions LLC's SPY Position: Q3 2026 in Review

Legacy Solutions LLC held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 856 shares worth $653K. The position accounts for 0.5% of the portfolio, ranked #37.

Legacy Solutions LLC first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Legacy Solutions LLC held 856 shares of State Street SPDR S&P 500 ETF Trust worth $653K as of Q3 2026.
Legacy Solutions LLC left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Legacy Solutions LLC's portfolio in Q3 2026, its #37 holding.
Legacy Solutions LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
614 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.