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

Legacy Financial Group, Inc.

$311 Billion
Q4 2024

A detailed history of Legacy Financial Group, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Financial Group, Inc. holds 1,623 shares of SPY stock, worth $973,702. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,623

Previous 1,745 6.99%

Holding current value

$973,702

Previous $992 Million 4.14%

% of portfolio

0.31%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$567.81 - $607.81 $69,272 - $74,152	-122 Reduced 6.99%	1,623 $951 Million
Q3 2024 Nov 13, 2024	BUY	$517.38 - $573.86 $486,337 - $539,428	940 Added 116.77%	1,745 $992 Million
Q2 2024 Aug 12, 2024	SELL	$495.16 - $548.49 $6,437 - $7,130	-13 Reduced 1.59%	805 $438 Million
Q1 2024 May 13, 2024	SELL	$467.28 - $523.17 $5,140 - $5,754	-11 Reduced 1.33%	818 $428 Million
Q4 2023 Feb 13, 2024	SELL	$410.68 - $476.69 $2,053 - $2,383	-5 Reduced 0.6%	829 $394 Million
Q3 2023 Nov 13, 2023	SELL	$425.88 - $457.79 $2,555 - $2,746	-6 Reduced 0.71%	834 $357 Million
Q2 2023 Aug 07, 2023	SELL	$404.36 - $443.28 $3,639 - $3,989	-9 Reduced 1.06%	840 $372 Million
Q1 2023 May 12, 2023	SELL	$379.5 - $416.78 $4,554 - $5,001	-12 Reduced 1.39%	849 $348 Million
Q4 2022 Feb 15, 2023	BUY	$357.63 - $407.42 $307,919 - $350,788	861 New	861 $329 Million

Others Institutions Holding SPY

# of Institutions

4,981

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

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 Group, Inc., based on Form 13F filings with the SEC.

News

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

Account

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