Spdr S&p 500 Etf shares owned by Legacy Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.6k | 666.04 |
| 2025-06-30 | $988k | 1.6k | 617.71 |
| 2025-03-31 | $907k | 1.6k | 559.46 |
| 2024-12-31 | $951k | 1.6k | 586.16 |
| 2024-09-30 | $992k | 1.7k | 568.71 |
| 2024-06-30 | $438k | 805 | 544.33 |
| 2024-03-31 | $428k | 818 | 523.16 |
| 2023-09-30 | $357k | 834 | 427.53 |
| 2023-06-30 | $372k | 840 | 443.33 |
| 2023-03-31 | $348k | 849 | 409.42 |
| 2022-12-31 | $329k | 861 | 382.45 |