Spdr S&p 500 Etf shares owned by Legacy Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 40k | 666.17 |
| 2025-06-30 | $40k | 25k | 1.62 |
| 2025-03-31 | $23M | 40k | 559.39 |
| 2024-12-31 | $23M | 39k | 586.07 |
| 2024-09-30 | $22M | 38k | 573.77 |
| 2024-06-30 | $20M | 37k | 544.22 |
| 2024-03-31 | $19M | 37k | 523.06 |
| 2023-12-31 | $18M | 37k | 475.31 |
| 2023-09-30 | $17M | 39k | 427.48 |
| 2023-06-30 | $17M | 39k | 443.28 |
| 2023-03-31 | $9.5M | 23k | 409.40 |
| 2022-12-31 | $9.7M | 25k | 382.42 |
| 2022-09-30 | $8.3M | 23k | 357.20 |
| 2022-06-30 | $12M | 32k | 377.26 |
| 2022-03-31 | $15M | 32k | 451.65 |
| 2021-12-31 | $11M | 23k | 474.95 |
| 2021-09-30 | $10M | 23k | 429.14 |
| 2021-06-30 | $9.9M | 23k | 428.05 |
| 2021-03-31 | $9.2M | 23k | 396.34 |
| 2020-12-31 | $8.6M | 23k | 373.88 |
| 2020-09-30 | $9.2M | 28k | 334.90 |
| 2020-06-30 | $8.4M | 27k | 308.37 |
| 2020-03-31 | $8.0M | 31k | 257.74 |
| 2019-12-31 | $10M | 31k | 321.85 |
| 2019-09-30 | $9.2M | 31k | 296.75 |
| 2019-06-30 | $9.0M | 31k | 293.01 |
| 2019-03-31 | $8.3M | 29k | 282.48 |
| 2018-12-31 | $7.2M | 29k | 249.93 |
| 2018-09-30 | $8.4M | 29k | 290.71 |
| 2018-06-30 | $7.3M | 27k | 271.30 |
| 2018-03-31 | $7.9M | 30k | 265.16 |
| 2017-12-31 | $120k | 25k | 4.88 |
| 2017-09-30 | $5.8M | 24k | 242.95 |
| 2017-06-30 | $5.8M | 24k | 242.95 |
| 2017-03-31 | $5.6M | 24k | 236.77 |
| 2016-12-31 | $5.3M | 76k | 70.24 |