Legacy Wealth Management, LLC / Ms Spdr S&P 500 ETF Trust Transaction History
Legacy Wealth Management, LLC / Ms
- $329 Billion
- Q2 2025
A detailed history of Legacy Wealth Management, LLC / Ms transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 91,957 shares of SPY stock, worth $60.8 Million. This represents 17.28% of its overall portfolio holdings.
Number of Shares
91,957
Previous 96,785
4.99%
Holding current value
$60.8 Million
Previous $54.1 Billion
4.94%
% of portfolio
17.28%
Previous 17.7%
Shares
23 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio