Legacy Wealth Managment, Llc/Id Spdr S&P 500 ETF Trust Transaction History

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 6,400 shares of SPY stock, worth $3.86 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares
6,400
Previous 6,500 1.54%
Holding current value
$3.86 Million
Previous $3.81 Million 6.01%
% of portfolio
2.95%
Previous 2.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$551.42 - $612.93 $52,384 - $58,228
95 Added 78.51%
216 $120,000
Q4 2024

Feb 13, 2025
BUY
$567.81 - $607.81 $5,678 - $6,078
10 Added 9.01%
121 $70,000
Q3 2024

Nov 15, 2024
BUY
$517.38 - $573.86 $57,429 - $63,698
111 New
111 $63,000

Others Institutions Holding SPY

# of Institutions
5,068
Shares Held
584M
Call Options Held
390M
Put Options Held
668M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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