Legacy Capital Group California, Inc. Spdr S&P 500 ETF Trust Transaction History

Legacy Capital Group California, Inc.

$361 Billion
Q2 2025

A detailed history of Legacy Capital Group California, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 765 shares of SPY stock, worth $491,657. This represents 0.13% of its overall portfolio holdings.

Number of Shares

765

Previous 600 27.5%

Holding current value

$491,657

Previous $336 Million 40.82%

% of portfolio

0.13%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$496.48 - $617.85 $81,919 - $101,945	165 Added 27.5%	765 $473 Million
Q1 2025 May 09, 2025	BUY	$551.42 - $612.93 $330,852 - $367,757	600 New	600 $336 Million
Q3 2024 Oct 23, 2024	BUY	$517.38 - $573.86 $157,283 - $174,453	304 Added 28.54%	1,369 $785 Million
Q2 2024 Jul 22, 2024	BUY	$495.16 - $548.49 $166,868 - $184,841	337 Added 46.29%	1,065 $580 Million
Q1 2024 May 07, 2024	SELL	$467.28 - $523.17 $2.97 Million - $3.32 Million	-6,346 Reduced 89.71%	728 $381 Million
Q4 2023 Feb 08, 2024	SELL	$410.68 - $476.69 $891,586 - $1.03 Million	-2,171 Reduced 23.48%	7,074 $3.36 Billion
Q3 2023 Nov 06, 2023	SELL	$425.88 - $457.79 $1.38 Million - $1.48 Million	-3,238 Reduced 25.94%	9,245 $3.95 Billion
Q2 2023 Aug 10, 2023	BUY	$404.36 - $443.28 $4.28 Million - $4.7 Million	10,595 Added 561.18%	12,483 $5.53 Billion
Q1 2023 May 11, 2023	BUY	$379.5 - $416.78 $716,496 - $786,880	1,888 New	1,888 $773 Million

Others Institutions Holding SPY

# of Institutions

5,147

Shares Held

609M

Call Options Held

374M

Put Options Held

667M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Legacy Capital Group California, Inc. Spdr S&P 500 ETF Trust Transaction History