A detailed history of Legacy Investment Solutions, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 4,900 shares of SPY stock, worth $3.12 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
4,900
Previous 6,500 24.62%
Holding current value
$3.12 Million
Previous $3.81 Million 20.53%
% of portfolio
2.52%
Previous 2.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$496.48 - $617.85 $32,767 - $40,778
66 Added 54.55%
187 $115,000
Q4 2024

Feb 13, 2025

BUY
$567.81 - $607.81 $5,678 - $6,078
10 Added 9.01%
121 $70,000
Q3 2024

Nov 14, 2024

BUY
$517.38 - $573.86 $57,429 - $63,698
111 New
111 $63,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Legacy Investment Solutions, LLC Portfolio

Follow Legacy Investment Solutions, LLC 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 Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Investment Solutions, LLC with notifications on news.