Spdr S&p 500 Etf shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 7.3k | 573.79 |
| 2024-06-30 | $3.5M | 6.3k | 551.49 |
| 2024-03-31 | $3.2M | 6.2k | 523.09 |
| 2023-12-31 | $2.8M | 6.0k | 475.31 |
| 2023-09-30 | $2.6M | 5.9k | 437.25 |
| 2023-06-30 | $2.5M | 5.8k | 443.28 |
| 2023-03-31 | $2.3M | 5.7k | 409.39 |
| 2022-12-31 | $2.1M | 5.6k | 382.43 |
| 2022-09-30 | $1.9M | 5.4k | 357.16 |
| 2022-06-30 | $2.1M | 5.6k | 377.24 |
| 2022-03-31 | $2.6M | 5.7k | 451.64 |
| 2021-12-31 | $2.7M | 5.7k | 475.00 |
| 2021-09-30 | $2.5M | 5.7k | 429.07 |
| 2021-06-30 | $2.4M | 5.6k | 428.08 |
| 2021-03-31 | $2.2M | 5.5k | 396.36 |
| 2020-12-31 | $2.7M | 7.1k | 373.91 |
| 2020-09-30 | $1.9M | 5.5k | 334.96 |
| 2020-06-30 | $1.8M | 6.0k | 308.43 |
| 2020-03-31 | $1.6M | 6.2k | 257.68 |
| 2019-12-31 | $1.2M | 3.8k | 321.75 |
| 2019-09-30 | $1.3M | 4.3k | 303.38 |
| 2019-06-30 | $1.2M | 3.9k | 299.21 |
| 2019-03-31 | $1.3M | 4.6k | 282.54 |
| 2018-12-31 | $1.1M | 4.4k | 249.83 |
| 2018-09-30 | $1.1M | 4.1k | 272.04 |
More positions owned by Legacy Financial Strategies
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