LWMM
Legacy Wealth Management (Mississippi)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.8M | Sell |
91,957
-4,828
| -5% | -$2.98M | 17.28% | 1 |
|
|
2025
Q1 | $54.1M | Buy |
96,785
+182
| +0.2% | +$102K | 17.7% | 1 |
|
|
2024
Q4 | $56.6M | Sell |
96,603
-5,740
| -6% | -$3.36M | 22.49% | 1 |
|
|
2024
Q3 | $58.7M | Sell |
102,343
-134
| -0.1% | -$76.9K | 21.57% | 1 |
|
|
2024
Q2 | $55.8M | Sell |
102,477
-2,497
| -2% | -$1.36M | 23.56% | 1 |
|
|
2024
Q1 | $54.9M | Sell |
104,974
-705
| -0.7% | -$369K | 24.75% | 1 |
|
|
2023
Q4 | $50.2M | Sell |
105,679
-492
| -0.5% | -$234K | 24.22% | 1 |
|
|
2023
Q3 | $45.4M | Sell |
106,171
-1,355
| -1% | -$579K | 23.59% | 1 |
|
|
2023
Q2 | $47.7M | Sell |
107,526
-130
| -0.1% | -$57.6K | 23.9% | 1 |
|
|
2023
Q1 | $44.1M | Sell |
107,656
-157
| -0.1% | -$64.3K | 24.32% | 1 |
|
|
2022
Q4 | $41.2M | Buy |
107,813
+32,522
| +43% | +$12.4M | 24.44% | 1 |
|
|
2022
Q3 | $26.9M | Sell |
75,291
-1,755
| -2% | -$627K | 18.15% | 1 |
|
|
2022
Q2 | $29.1M | Sell |
77,046
-1,285
| -2% | -$485K | 17.66% | 1 |
|
|
2022
Q1 | $35.4M | Sell |
78,331
-3,499
| -4% | -$1.58M | 18.47% | 1 |
|
|
2021
Q4 | $38.9M | Sell |
81,830
-4,045
| -5% | -$1.92M | 19.89% | 1 |
|
|
2021
Q3 | $36.9M | Sell |
85,875
-285
| -0.3% | -$122K | 19.71% | 1 |
|
|
2021
Q2 | $36.9M | Buy |
86,160
+903
| +1% | +$387K | 20.45% | 1 |
|
|
2021
Q1 | $33.8M | Sell |
85,257
-335
| -0.4% | -$133K | 20.48% | 1 |
|
|
2020
Q4 | $32M | Sell |
85,592
-1,468
| -2% | -$549K | 20.28% | 1 |
|
|
2020
Q3 | $29.2M | Buy |
87,060
+3,615
| +4% | +$1.21M | 20.1% | 1 |
|
|
2020
Q2 | $25.7M | Sell |
83,445
-235
| -0.3% | -$72.5K | 19.65% | 1 |
|
|
2020
Q1 | $21.6M | Buy |
83,680
+4,773
| +6% | +$1.23M | 20.09% | 1 |
|
|
2019
Q4 | $25.4M | Buy |
+78,907
| New | +$25.4M | 22.12% | 1 |
|