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

Legacy Wealth Management (Tennessee)’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 		$7.28M Buy
9,742
+28
+0.3% +$20.3K 0.38% 15
2026
Q1 		$6.32M Buy
9,714
+3
+0% +$2.04K 0.37% 16
2025
Q4 		$6.62M Hold
9,711
– – 0.38% 16
2025
Q3 		$6.47M Sell
9,711
-280
-3% -$179K 0.38% 16
2025
Q2 		$6.17M Hold
9,991
– – 0.38% 16
2025
Q1 		$5.59M Buy
9,991
+26
+0.3% +$15.3K 0.37% 16
2024
Q4 		$5.84M Hold
9,965
– – 0.37% 16
2024
Q3 		$5.72M Hold
9,965
– – 0.37% 16
2024
Q2 		$5.42M Sell
9,965
-204
-2% -$107K 0.39% 15
2024
Q1 		$5.32M Buy
10,169
+1,594
+19% +$794K 0.39% 15
2023
Q4 		$4.08M Sell
8,575
-1,560
-15% -$695K 0.32% 14
2023
Q3 		$4.33M Sell
10,135
-410
-4% -$182K 0.38% 14
2023
Q2 		$4.67M Hold
10,545
– – 0.4% 13
2023
Q1 		$4.32M Buy
10,545
+434
+4% +$173K 0.39% 13
2022
Q4 		$3.87M Buy
10,111
+243
+2% +$93.4K 0.37% 14
2022
Q3 		$3.52M Buy
9,868
+67
+0.7% +$26.6K 0.37% 12
2022
Q2 		$3.7M Sell
9,801
-434
-4% -$178K 0.45% 14
2022
Q1 		$4.62M Sell
10,235
-196
-2% -$87.3K 0.55% 12
2021
Q4 		$4.95M Buy
10,431
+1,362
+15% +$625K 0.57% 10
2021
Q3 		$3.89M Buy
9,069
+333
+4% +$147K 0.49% 10
2021
Q2 		$3.74M Sell
8,736
-34
-0.4% -$14.2K 0.47% 10
2021
Q1 		$3.48M Sell
8,770
-14
-0.2% -$5.4K 0.46% 10
2020
Q4 		$3.28M Buy
8,784
+400
+5% +$142K 0.44% 10
2020
Q3 		$2.81M Hold
8,384
– – 0.43% 10
2020
Q2 		$2.58M Sell
8,384
-348
-4% -$102K 0.42% 10
2020
Q1 		$2.25M Hold
8,732
– – 0.41% 9
2019
Q4 		$2.81M Hold
8,732
– – 0.43% 9
2019
Q3 		$2.59M Hold
8,732
– – 0.42% 9
2019
Q2 		$2.56M Buy
8,732
+226
+3% +$65.1K 0.46% 9
2019
Q1 		$2.4M Sell
8,506
-138
-2% -$37.5K 0.47% 9
2018
Q4 		$2.16M Sell
8,644
-158
-2% -$42.6K 0.48% 14
2018
Q3 		$2.56M Sell
8,802
-15
-0.2% -$4.27K 0.51% 8
2018
Q2 		$2.39M Hold
8,817
– – 0.56% 8
2018
Q1 		$2.32M Sell
8,817
-813
-8% -$222K 0.57% 8
2017
Q4 		$2.57M Sell
9,630
-33
-0.3% -$8.58K 0.62% 7
2017
Q3 		$2.43M Buy
9,663
+488
+5% +$120K 0.62% 6
2017
Q2 		$2.22M Sell
9,175
-7
-0.1% -$1.68K 0.54% 6
2017
Q1 		$2.16M Buy
9,182
+2
+0% +$465 0.54% 6
2016
Q4 		$2.05M Sell
9,180
-21
-0.2% -$4.59K 0.54% 6
2016
Q3 		$1.99M Buy
9,201
+3
+0% +$648 0.54% 6
2016
Q2 		$1.93M Buy
9,198
+2
+0% +$415 0.57% 6
2016
Q1 		$1.89M Sell
9,196
-21,044
-70% -$4.11M 0.57% 6
2015
Q4 		$6.17M Buy
30,240
+15,963
+112% +$3.28M 1.73% 7
2015
Q3 		$2.74M Buy
14,277
+5,604
+65% +$1.14M 1.04% 5
2015
Q2 		$1.78M Buy
8,673
+8
+0.1% +$1.68K 0.73% 6
2015
Q1 		$1.79M Buy
8,665
+4
+0% +$825 0.74% 6
2014
Q4 		$1.78M Buy
8,661
+20
+0.2% +$4.02K 0.64% 7
2014
Q3 		$1.7M Buy
8,641
+4
+0% +$791 0.83% 5
2014
Q2 		$1.69M Buy
8,637
+4
+0% +$761 0.8% 5
2014
Q1 		$1.61M Sell
8,633
-842
-9% -$155K 0.78% 5
2013
Q4 		$1.75M Buy
9,475
+202
+2% +$35.8K 0.89% 7
2013
Q3 		$1.56M Sell
9,273
-141
-1% -$23.6K 0.88% 6
2013
Q2 		$1.51M Buy
+9,414
New +$1.52M 0.9% 6

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q2 2026, buying an estimated $20.3K and bringing the position to 9,742 shares worth $7.28M. The position accounts for 0.38% of the portfolio, ranked #15.

Legacy Wealth Management (Tennessee) first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 9,742 shares of State Street SPDR S&P 500 ETF Trust worth $7.28M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) bought 28 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $20.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #15 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • 1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.