Legacy Wealth Management (Idaho)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Legacy Wealth Management (Idaho)’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 Q1	$336K	Buy	517 +169	+49%	+$115K	0.17%	86
2025 Q4	$238K	Buy	348 +161	+86%	+$109K	0.11%	93
2025 Q3	$125K	Hold	187	–	–	0.06%	114
2025 Q2	$116K	Sell	187 -29	-13%	-$16.6K	0.06%	101
2025 Q1	$121K	Buy	216 +95	+79%	+$55.8K	0.09%	93
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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 49% in Q1 2026, buying an estimated $115K and bringing the position to 517 shares worth $336K. The position accounts for 0.17% of the portfolio, ranked #86.

Legacy Wealth Management (Idaho) first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Legacy Wealth Management (Idaho) held 517 shares of State Street SPDR S&P 500 ETF Trust worth $336K as of Q1 2026.
Legacy Wealth Management (Idaho) bought 169 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $115K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #86 holding.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.