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 |
|---|---|---|---|
| 2025-06-30 | $1.8M | 2.8k | 617.87 |
| 2025-03-31 | $1.5M | 2.8k | 559.44 |
| 2024-12-31 | $1.7B | 2.9k | 586169.44 |
| 2024-06-30 | $1.6M | 3.0k | 544.19 |
| 2024-03-31 | $1.6M | 3.0k | 523.03 |
| 2023-09-30 | $1.3B | 3.1k | 427481.60 |
| 2021-03-31 | $4.9M | 12k | 396.37 |
| 2020-12-31 | $7.2M | 19k | 373.89 |