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

Legacy Wealth Partners (California)’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
2021 Q2	$16.8M	Buy	39,361 +6,455	+20%	+$2.69M	9.36%	2
2021 Q1	$13M	Buy	32,906 +12,057	+58%	+$4.65M	7.63%	2
2020 Q4	$7.79M	Sell	20,849 -13,818	-40%	-$4.9M	4.9%	5
2020 Q3	$11.6M	Buy	34,667 +5,394	+18%	+$1.79M	8.21%	3
2020 Q2	$9.03M	Buy	29,273 +7,523	+35%	+$2.2M	6.82%	2
2020 Q1	$5.61M	Sell	21,750 -11,865	-35%	-$3.62M	5.22%	3
2019 Q4	$11.2M	Buy	+33,615	New	+$10.4M	8.15%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Legacy Wealth Partners (California)'s SPY Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2021, buying an estimated $2.69M and bringing the position to 39,361 shares worth $16.8M. The position accounts for 9.36% of the portfolio, ranked #2.

Legacy Wealth Partners (California) first reported a position in SPY in Q4 2019 and has held it in 7 quarters since. 2,731 funds tracked by Wall St. Rank hold SPY as of Q2 2021.

Legacy Wealth Partners (California) held 39,361 shares of State Street SPDR S&P 500 ETF Trust worth $16.8M as of Q2 2021.
Legacy Wealth Partners (California) bought 6,455 State Street SPDR S&P 500 ETF Trust shares in Q2 2021, an estimated $2.69M.
State Street SPDR S&P 500 ETF Trust made up 9.36% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #2 holding.
Legacy Wealth Partners (California) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 7 quarters since.
2,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.