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

Legacy Financial Advisors, Inc.

$527 Million
Q2 2025

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 2,693 shares of SPY stock, worth $1.78 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,693

Previous 2,829 4.81%

Holding current value

$1.78 Million

Previous $1.58 Million 5.12%

% of portfolio

0.32%

Previous 0.32%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$496.48 - $617.85 $67,521 - $84,027	-136 Reduced 4.81%	2,693 $1.66 Million
Q1 2025 May 14, 2025	BUY	$551.42 - $612.93 $5,514 - $6,129	10 Added 0.35%	2,829 $1.58 Million
Q4 2024 Feb 13, 2025	BUY	$567.81 - $607.81 $310,024 - $331,864	546 Added 24.02%	2,819 $1.65 Million
Q3 2024 Nov 13, 2024	BUY	$517.38 - $573.86 $490,476 - $544,019	948 Added 71.55%	2,273 $1.3 Million
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

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

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.

Account

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