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Legend Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-64
Closed -$39.8K – 145
2025
Q2 		$39.8K Buy
+64
New +$36.6K 0.03% 63
2025
Q1 		– Sell
-64
Closed -$37.5K – 220
2024
Q4 		$37.5K Sell
64
-2
-3% -$1.18K 0.03% 58
2024
Q3 		$37.8K Sell
66
-24
-27% -$13.3K 0.03% 54
2024
Q2 		$48.8K Buy
90
+39
+76% +$20.4K 0.03% 63
2024
Q1 		$26.7K Sell
51
-44
-46% -$21.9K 0.02% 79
2023
Q4 		$45.4K Hold
95
– – 0.04% 57
2023
Q3 		$40.7K Sell
95
-19
-17% -$8.45K 0.03% 66
2023
Q2 		$50.6K Hold
114
– – 0.04% 65
2023
Q1 		$46.6K Sell
114
-24
-17% -$9.58K 0.04% 65
2022
Q4 		$52.3K Hold
138
– – 0.05% 69
2022
Q3 		$48.7K Buy
+138
New +$54.8K 0.05% 63
2020
Q4 		– Sell
-3,552
Closed -$1.19M – 33
2020
Q3 		$1.19M Sell
3,552
-38,315
-92% -$12.7M 0.94% 10
2020
Q2 		$12.9M Sell
41,867
-4,972
-11% -$1.46M 8.12% 7
2020
Q1 		$12.1M Buy
+46,839
New +$14.3M 10.84% 4

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legend Financial Advisors's SPY Position: Q3 2025 in Review

Legend Financial Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 64 shares — an estimated $39.8K sold.

Legend Financial Advisors first reported a position in SPY in Q1 2020 and held it in 14 quarters. The position peaked at $12.9M in Q2 2020. 4,246 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Legend Financial Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 64 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $39.8K.
  • Legend Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 14 quarters.
  • Legend Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $12.9M in Q2 2020.
  • 4,246 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.