Legacy Wealth Management (Mississippi)’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.8M | Sell |
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|
2025
Q1 | $54.1M | Buy |
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|
2024
Q4 | $56.6M | Sell |
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|
2024
Q3 | $58.7M | Sell |
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|
2024
Q2 | $55.8M | Sell |
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|
2024
Q1 | $54.9M | Sell |
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|
2023
Q4 | $50.2M | Sell |
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|
2023
Q3 | $45.4M | Sell |
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|
2023
Q2 | $47.7M | Sell |
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|
2023
Q1 | $44.1M | Sell |
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|
2022
Q4 | $41.2M | Buy |
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|
2022
Q3 | $26.9M | Sell |
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|
2022
Q2 | $29.1M | Sell |
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|
2022
Q1 | $35.4M | Sell |
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|
2021
Q4 | $38.9M | Sell |
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|
2021
Q3 | $36.9M | Sell |
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|
2021
Q2 | $36.9M | Buy |
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|
2021
Q1 | $33.8M | Sell |
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|
2020
Q4 | $32M | Sell |
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|
2020
Q3 | $29.2M | Buy |
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|
2020
Q2 | $25.7M | Sell |
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|
2020
Q1 | $21.6M | Buy |
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|
2019
Q4 | $25.4M | Buy |
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