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Legacy Capital Wealth Partners »

Spdr S&p 500 Etf shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Capital Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$7.2M	62k	116.09
2025-06-30	$8.1M	63k	128.52
2025-03-31	$14M	76k	190.60
2024-12-31	$17M	79k	214.36
2024-09-30	$21M	155k	134.50
2024-06-30	$17M	31k	544.22
2024-03-31	$200k	486	412.20
2023-09-30	$15M	34k	427.48
2023-06-30	$8.9M	20k	443.29
2023-03-31	$12M	29k	409.39

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)

J.B. Hunt Transport Services (JBHT)

Tesla Motors (TSLA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Gap (GAP)

Invesco Exchange Traded Fd T Buyback Achiev (PKW)

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

NVIDIA Corporation (NVDA)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)

Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

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View all funds holding Spdr S&p 500 Etf

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