Legacy Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Legacy Financial Advisors, Inc.

  • $505 Million
  • Q2 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 1,325 shares of SPY stock, worth $757,197. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,325
Previous 2,615 49.33%
Holding current value
$757,197
Previous $1.37 Million 47.26%
% of portfolio
0.14%
Previous 0.27%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$495.16 - $548.49 $638,756 - $707,552
-1,290 Reduced 49.33%
1,325 $721,000
Q1 2024

May 14, 2024
BUY
$467.28 - $523.17 $40,653 - $45,515
87 Added 3.44%
2,615 $1.37 Million
Q4 2023

Feb 06, 2024
BUY
$410.68 - $476.69 $825,466 - $958,146
2,010 Added 388.03%
2,528 $1.2 Million
Q3 2023

Nov 13, 2023
BUY
$425.88 - $457.79 $26,830 - $28,840
63 Added 13.85%
518 $221,000
Q2 2023

Aug 08, 2023
BUY
$404.36 - $443.28 $183,983 - $201,692
455 New
455 $201,000
Q2 2022

Aug 08, 2022
SELL
$365.86 - $456.8 $365 - $456
-1 Reduced 0.16%
609 $230,000
Q1 2022

May 04, 2022
SELL
$416.25 - $477.71 $52,447 - $60,191
-126 Reduced 17.12%
610 $276,000
Q4 2021

Feb 04, 2022
SELL
$428.64 - $477.48 $253,326 - $282,190
-591 Reduced 44.54%
736 $350,000
Q2 2021

Jul 21, 2021
SELL
$400.61 - $428.06 $519,591 - $555,193
-1,297 Reduced 49.43%
1,327 $568,000
Q1 2021

Apr 28, 2021
BUY
$368.79 - $397.26 $54,580 - $58,794
148 Added 5.98%
2,624 $1.04 Million
Q4 2020

Feb 02, 2021
BUY
$326.54 - $373.88 $72,818 - $83,375
223 Added 9.9%
2,476 $922,000
Q3 2020

Nov 09, 2020
BUY
$310.52 - $357.7 $699,601 - $805,898
2,253 New
2,253 $755,000
Q1 2020

May 12, 2020
SELL
$222.95 - $338.34 $479,119 - $727,092
-2,149 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
$288.06 - $322.94 $46,953 - $52,639
-163 Reduced 7.05%
2,149 $692,000
Q3 2019

Nov 07, 2019
BUY
$283.82 - $302.01 $116,650 - $124,126
411 Added 21.62%
2,312 $686,000
Q2 2019

Aug 07, 2019
SELL
$274.57 - $295.86 $9,884 - $10,650
-36 Reduced 1.86%
1,901 $557,000
Q1 2019

May 14, 2019
SELL
$244.21 - $284.73 $6,105 - $7,118
-25 Reduced 1.27%
1,937 $547,000
Q2 2018

Jul 17, 2018
BUY
$257.47 - $278.92 $11,586 - $12,551
45 Added 2.35%
1,962 $549,000
Q1 2018

Apr 12, 2018
BUY
$257.63 - $286.58 $204,558 - $227,544
794 Added 70.7%
1,917 $508,000
Q4 2017

Feb 09, 2018
BUY
$252.32 - $268.2 $283,355 - $301,188
1,123
1,123 $299,000

Others Institutions Holding SPY

# of Institutions
4,431
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email