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

Legacy Wealth Management, Inc

$1.5 Billion
Q1 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 $5.96 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

9,991

Previous 9,965 0.26%

Holding current value

$5.96 Million

Previous $5.84 Million 4.32%

% of portfolio

0.37%

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

5,064

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

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

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Account

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