Legacy Wealth Planning, LLC Spdr S&P 500 ETF Trust Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 719 shares of SPY stock, worth $482,887. This represents 0.43% of its overall portfolio holdings.

Number of Shares
719
Previous 1,019 29.44%
Holding current value
$482,887
Previous $384,000 33.07%
% of portfolio
0.43%
Previous 0.55%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$357.18 - $429.7 $107,154 - $128,910
-300 Reduced 29.44%
719 $257,000
Q2 2022

Jul 26, 2022
SELL
$365.86 - $456.8 $113,050 - $141,151
-309 Reduced 23.27%
1,019 $384,000
Q1 2022

May 10, 2022
SELL
$416.25 - $477.71 $102,813 - $117,994
-247 Reduced 15.68%
1,328 $600,000
Q4 2021

Feb 14, 2022
SELL
$428.64 - $477.48 $106,302 - $118,415
-248 Reduced 13.6%
1,575 $748,000
Q3 2021

Nov 12, 2021
BUY
$424.97 - $453.19 $22,948 - $24,472
54 Added 3.05%
1,823 $782,000
Q2 2021

Aug 16, 2021
BUY
$400.61 - $428.06 $84,929 - $90,748
212 Added 13.62%
1,769 $757,000
Q1 2021

May 06, 2021
BUY
$368.79 - $397.26 $10,694 - $11,520
29 Added 1.9%
1,557 $617,000
Q4 2020

Feb 12, 2021
BUY
$326.54 - $373.88 $114,289 - $130,858
350 Added 29.71%
1,528 $571,000
Q2 2020

Aug 17, 2020
BUY
$246.15 - $323.2 $214,642 - $281,830
872 Added 284.97%
1,178 $363,000
Q1 2020

May 18, 2020
SELL
$222.95 - $338.34 $196,641 - $298,415
-882 Reduced 74.24%
306 $306,000
Q1 2020

May 18, 2020
SELL
$222.95 - $338.34 $8,249 - $12,518
-37 Reduced 3.02%
1,188 $306,000
Q4 2019

Feb 12, 2020
BUY
$288.06 - $322.94 $352,873 - $395,601
1,225 New
1,225 $394,000

Others Institutions Holding SPY

# of Institutions
5,189
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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