Legacy Wealth Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$257K	Sell	719 -300	-29%	-$119K	0.43%	55
2022 Q2	$384K	Sell	1,019 -309	-23%	-$127K	0.55%	41
2022 Q1	$600K	Sell	1,328 -247	-16%	-$110K	0.71%	33
2021 Q4	$748K	Sell	1,575 -248	-14%	-$114K	0.85%	28
2021 Q3	$782K	Buy	1,823 +54	+3%	+$23.8K	0.88%	27
2021 Q2	$757K	Buy	1,769 +212	+14%	+$88.5K	0.86%	30
2021 Q1	$617K	Buy	1,557 +29	+2%	+$11.2K	0.79%	32
2020 Q4	$571K	Buy	1,528 +350	+30%	+$124K	0.73%	29
2020 Q3	$395K	Hold	1,178	–	–	0.45%	41
2020 Q2	$363K	Sell	1,178 -10	-0.8%	-$2.93K	0.43%	41
2020 Q1	$306K	Sell	1,188 -37	-3%	-$11.3K	0.49%	42
2019 Q4	$394K	Buy	+1,225	New	+$377K	0.45%	42

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Wealth Planning's SPY Position: Q3 2022 in Review

Legacy Wealth Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q3 2022, selling an estimated $119K and leaving 719 shares worth $257K. The position accounts for 0.43% of the portfolio, ranked #55.

Legacy Wealth Planning first reported a position in SPY in Q4 2019 and has held it in 12 quarters since. The position peaked at $782K in Q3 2021. 3,048 funds tracked by Wall St. Rank hold SPY as of Q3 2022.

Legacy Wealth Planning held 719 shares of State Street SPDR S&P 500 ETF Trust worth $257K as of Q3 2022.
Legacy Wealth Planning sold 300 State Street SPDR S&P 500 ETF Trust shares in Q3 2022, an estimated $119K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Legacy Wealth Planning's portfolio in Q3 2022, its #55 holding.
Legacy Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's State Street SPDR S&P 500 ETF Trust position peaked at $782K in Q3 2021.
3,048 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.