Spdr S&p 500 Etf shares owned by Legacy Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Advisory Services
from 13F filings
Historical chart of Legacy Advisory Services 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 Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Legacy Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 940 | 666.17 |
| 2025-06-30 | $580k | 938 | 617.94 |
| 2025-03-31 | $524k | 936 | 559.42 |
| 2024-12-31 | $523k | 894 | 585.45 |
| 2024-09-30 | $557k | 971 | 573.68 |
| 2024-06-30 | $910k | 1.7k | 544.13 |
| 2024-03-31 | $495k | 946 | 522.88 |
| 2023-12-31 | $439k | 923 | 475.33 |