Legacy Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Legacy Wealth Management, Inc

$1.61 Billion
Q2 2025

A detailed history of Legacy Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 9,991 shares of SPY stock, worth $6.32 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

9,991

Previous 9,991 -0.0%

Holding current value

$6.32 Million

Previous $5.59 Million 10.45%

% of portfolio

0.38%

Previous 0.37%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$551.42 - $612.93 $14,336 - $15,936	26 Added 0.26%	9,991 $5.59 Million
Q2 2024 Jul 12, 2024	SELL	$495.16 - $548.49 $101,012 - $111,891	-204 Reduced 2.01%	9,965 $5.42 Million
Q1 2024 Apr 12, 2024	BUY	$467.28 - $523.17 $744,844 - $833,932	1,594 Added 18.59%	10,169 $5.32 Million
Q4 2023 Jan 23, 2024	SELL	$410.68 - $476.69 $640,660 - $743,636	-1,560 Reduced 15.39%	8,575 $4.08 Million
Q3 2023 Oct 24, 2023	SELL	$425.88 - $457.79 $174,610 - $187,693	-410 Reduced 3.89%	10,135 $4.33 Million
Q1 2023 Apr 11, 2023	BUY	$379.5 - $416.78 $164,703 - $180,882	434 Added 4.29%	10,545 $4.32 Million
Q4 2022 Jan 17, 2023	BUY	$357.63 - $407.42 $86,904 - $99,003	243 Added 2.46%	10,111 $0
Q3 2022 Oct 12, 2022	BUY	$357.18 - $429.7 $23,931 - $28,789	67 Added 0.68%	9,868 $3.53 Million
Q2 2022 Jul 22, 2022	SELL	$365.86 - $456.8 $158,783 - $198,251	-434 Reduced 4.24%	9,801 $3.7 Million
Q1 2022 Apr 27, 2022	SELL	$416.25 - $477.71 $81,585 - $93,631	-196 Reduced 1.88%	10,235 $4.62 Million
Q4 2021 Jan 19, 2022	BUY	$428.64 - $477.48 $583,807 - $650,327	1,362 Added 15.02%	10,431 $4.95 Million
Q3 2021 Oct 15, 2021	BUY	$424.97 - $453.19 $141,515 - $150,912	333 Added 3.81%	9,069 $3.89 Million
Q2 2021 Jul 14, 2021	SELL	$400.61 - $428.06 $13,620 - $14,554	-34 Reduced 0.39%	8,736 $3.74 Million
Q1 2021 Apr 20, 2021	SELL	$368.79 - $397.26 $5,163 - $5,561	-14 Reduced 0.16%	8,770 $3.48 Million
Q4 2020 Jan 29, 2021	BUY	$326.54 - $373.88 $130,616 - $149,552	400 Added 4.77%	8,784 $3.28 Million
Q2 2020 Jul 28, 2020	SELL	$246.15 - $323.2 $85,660 - $112,473	-348 Reduced 3.99%	8,384 $2.59 Million
Q2 2019 Jul 17, 2019	BUY	$274.57 - $295.86 $62,052 - $66,864	226 Added 2.66%	8,732 $2.56 Million
Q1 2019 Apr 22, 2019	SELL	$244.21 - $284.73 $33,700 - $39,292	-138 Reduced 1.6%	8,506 $2.4 Million
Q4 2018 Feb 06, 2019	SELL	$234.34 - $291.73 $37,025 - $46,093	-158 Reduced 1.8%	8,644 $2.16 Million
Q3 2018 Oct 10, 2018	SELL	$270.9 - $293.58 $4,063 - $4,403	-15 Reduced 0.17%	8,802 $2.56 Million
Q1 2018 Apr 20, 2018	SELL	$257.63 - $286.58 $209,453 - $232,989	-813 Reduced 8.44%	8,817 $2.32 Million
Q4 2017 Jan 18, 2018	SELL	$252.32 - $268.2 $8,326 - $8,850	-33 Reduced 0.34%	9,630 $2.57 Million
Q3 2017 Oct 12, 2017	BUY	$242.71 - $251.23 $2.35 Million - $2.43 Million	9,663	9,663 $2.43 Million

Others Institutions Holding SPY

# of Institutions

5,137

Shares Held

592M

Call Options Held

373M

Put Options Held

665M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Legacy Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History