Spdr S&p 500 Etf shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 4.1k | 666.15 |
| 2025-06-30 | $1.7M | 2.7k | 617.83 |
| 2025-03-31 | $1.6M | 2.8k | 559.48 |
| 2024-12-31 | $1.7M | 2.8k | 586.07 |
| 2024-09-30 | $1.3M | 2.3k | 573.82 |
| 2024-06-30 | $721k | 1.3k | 544.08 |
| 2024-03-31 | $1.4M | 2.6k | 522.97 |
| 2023-12-31 | $1.2M | 2.5k | 475.37 |
| 2023-09-30 | $221k | 518 | 427.47 |
| 2023-06-30 | $202k | 455 | 443.28 |
| 2022-06-30 | $230k | 609 | 377.67 |
| 2022-03-31 | $276k | 610 | 452.46 |
| 2021-12-31 | $350k | 736 | 475.54 |
| 2021-09-30 | $569k | 1.3k | 428.79 |
| 2021-06-30 | $568k | 1.3k | 428.03 |
| 2021-03-31 | $1.0M | 2.6k | 396.34 |
| 2020-12-31 | $922k | 2.5k | 372.37 |
| 2020-09-30 | $755k | 2.3k | 335.11 |
| 2019-12-31 | $692k | 2.1k | 322.01 |
| 2019-09-30 | $686k | 2.3k | 296.71 |
| 2019-06-30 | $557k | 1.9k | 293.00 |
| 2019-03-31 | $547k | 1.9k | 282.40 |
| 2018-12-31 | $490k | 2.0k | 249.75 |
| 2018-09-30 | $570k | 2.0k | 290.52 |
| 2018-06-30 | $549k | 2.0k | 279.82 |
| 2018-03-31 | $508k | 1.9k | 265.00 |
| 2017-12-31 | $299k | 1.1k | 266.25 |