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

Legacy Wealth Management (Mississippi)’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 		$65.3M Sell
87,441
-260
-0.3% -$189K 16.76% 2
2026
Q1 		$57M Sell
87,701
-4,330
-5% -$2.94M 16.26% 2
2025
Q4 		$62.8M Buy
92,031
+5,318
+6% +$3.59M 16.76% 2
2025
Q3 		$57.8M Sell
86,713
-5,244
-6% -$3.36M 17.39% 2
2025
Q2 		$56.8M Sell
91,957
-4,828
-5% -$2.76M 17.28% 1
2025
Q1 		$54.1M Buy
96,785
+182
+0.2% +$107K 17.7% 1
2024
Q4 		$56.6M Sell
96,603
-5,740
-6% -$3.38M 22.49% 1
2024
Q3 		$58.7M Sell
102,343
-134
-0.1% -$74.1K 21.57% 1
2024
Q2 		$55.8M Sell
102,477
-2,497
-2% -$1.31M 23.56% 1
2024
Q1 		$54.9M Sell
104,974
-705
-0.7% -$351K 24.75% 1
2023
Q4 		$50.2M Sell
105,679
-492
-0.5% -$219K 24.22% 1
2023
Q3 		$45.4M Sell
106,171
-1,355
-1% -$603K 23.59% 1
2023
Q2 		$47.7M Sell
107,526
-130
-0.1% -$54.6K 23.9% 1
2023
Q1 		$44.1M Sell
107,656
-157
-0.1% -$62.6K 24.32% 1
2022
Q4 		$41.2M Buy
107,813
+32,522
+43% +$12.5M 24.44% 1
2022
Q3 		$26.9M Sell
75,291
-1,755
-2% -$697K 18.15% 1
2022
Q2 		$29.1M Sell
77,046
-1,285
-2% -$526K 17.66% 1
2022
Q1 		$35.4M Sell
78,331
-3,499
-4% -$1.56M 18.47% 1
2021
Q4 		$38.9M Sell
81,830
-4,045
-5% -$1.86M 19.89% 1
2021
Q3 		$36.9M Sell
85,875
-285
-0.3% -$126K 19.71% 1
2021
Q2 		$36.9M Buy
86,160
+903
+1% +$377K 20.45% 1
2021
Q1 		$33.8M Sell
85,257
-335
-0.4% -$129K 20.48% 1
2020
Q4 		$32M Sell
85,592
-1,468
-2% -$521K 20.28% 1
2020
Q3 		$29.2M Buy
87,060
+3,615
+4% +$1.2M 20.1% 1
2020
Q2 		$25.7M Sell
83,445
-235
-0.3% -$68.8K 19.65% 1
2020
Q1 		$21.6M Buy
83,680
+4,773
+6% +$1.46M 20.09% 1
2019
Q4 		$25.4M Buy
+78,907
New +$24.3M 22.12% 1

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SPY Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.3% in Q2 2026, selling an estimated $189K and leaving 87,441 shares worth $65.3M. The position accounts for 16.76% of the portfolio, ranked #2.

Legacy Wealth Management (Mississippi) first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 87,441 shares of State Street SPDR S&P 500 ETF Trust worth $65.3M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 260 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $189K.
  • State Street SPDR S&P 500 ETF Trust made up 16.76% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #2 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.