Legacy Private Trust »

Spdr S&p 500 Etf shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.3M 8.9k 142.41
2012-09-30 $1.8M 12k 143.99
2011-12-31 $3.3M 26k 125.49

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Royal Bank of Canada
Wolverine Trading
Wells Fargo & Company
Capstone Investment Advisors
Northern Trust
BlackRock
United Capital Financial Advisers
Mizuho Securities USA

View all funds holding Spdr S&p 500 Etf