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

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 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 4,900 shares of SPY stock, worth $3.1 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
4,900
Previous 6,400 23.44%
Holding current value
$3.1 Million
Previous $3.58 Million 15.45%
% of portfolio
2.52%
Previous 2.95%

Shares

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

Aug 06, 2025
SELL
$496.48 - $617.85 $14,397 - $17,917
-29 Reduced 13.43%
187 $115,000
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
5,129
Shares Held
592M
Call Options Held
373M
Put Options Held
665M
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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