Legacy Financial Group LLC Spdr S&P 500 ETF Trust Transaction History

Legacy Financial Group LLC

$591 Million
Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Financial Group LLC holds 2,834 shares of SPY stock, worth $1.89 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,834

Previous 2,753 2.94%

Holding current value

$1.89 Million

Previous $1.54 Million 13.64%

% of portfolio

0.3%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$496.48 - $617.85 $40,214 - $50,045	81 Added 2.94%	2,834 $1.75 Million
Q1 2025 Apr 09, 2025	SELL	$551.42 - $612.93 $70,030 - $77,842	-127 Reduced 4.41%	2,753 $1.54 Million
Q4 2024 Jan 21, 2025	BUY	$567.81 - $607.81 $1.64 Million - $1.75 Million	2,880 New	2,880 $1.69 Million
Q2 2024 Jul 17, 2024	SELL	$495.16 - $548.49 $11,388 - $12,615	-23 Reduced 0.76%	2,997 $1.63 Billion
Q1 2024 Apr 10, 2024	BUY	$467.28 - $523.17 $1.41 Million - $1.58 Million	3,020 New	3,020 $1.58 Billion
Q3 2023 Oct 24, 2023	BUY	$425.88 - $457.79 $1.33 Million - $1.43 Million	3,125 New	3,125 $1.34 Million
Q2 2021 Jul 20, 2021	SELL	$400.61 - $428.06 $4.94 Million - $5.28 Million	-12,337 Closed	0 $0
Q1 2021 Apr 26, 2021	SELL	$368.79 - $397.26 $2.57 Million - $2.77 Million	-6,968 Reduced 36.09%	12,337 $4.89 Million
Q4 2020 Jan 28, 2021	BUY	$326.54 - $373.88 $6.3 Million - $7.22 Million	19,305 New	19,305 $7.22 Million

Others Institutions Holding SPY

# of Institutions

5,283

Shares Held

557M

Call Options Held

343M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Legacy Financial Group LLC Spdr S&P 500 ETF Trust Transaction History