Legacy Capital Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Legacy Capital Wealth Partners, LLC

  • $154 Million
  • Q1 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 486 shares of SPY stock, worth $266,818. This represents 0.17% of its overall portfolio holdings.

Number of Shares
486
Previous 34,501 98.59%
Holding current value
$266,818
Previous $16.4 Million 98.45%
% of portfolio
0.17%
Previous 4.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$467.28 - $523.17 $15.9 Million - $17.8 Million
-34,015 Reduced 98.59%
486 $254,000
Q4 2023

Feb 05, 2024
BUY
$410.68 - $476.69 $250,925 - $291,257
611 Added 1.8%
34,501 $16.4 Million
Q3 2023

Oct 16, 2023
BUY
$425.88 - $457.79 $5.92 Million - $6.36 Million
13,890 Added 69.45%
33,890 $14.5 Million
Q2 2023

Jul 27, 2023
SELL
$404.36 - $443.28 $3.77 Million - $4.13 Million
-9,320 Reduced 31.79%
20,000 $8.87 Million
Q1 2023

May 10, 2023
BUY
$379.5 - $416.78 $11.1 Million - $12.2 Million
29,320 New
29,320 $12 Million

Others Institutions Holding SPY

# of Institutions
4,335
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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