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Spdr S&p 500 Etf shares owned by Legacy Wealth Advisors

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

Historical chart of Legacy Wealth Advisors 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 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $17M 27k 650.34

More positions owned by Legacy Wealth Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ab Active Etfs Conservative (BUFC)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Ab Active Etfs Ultra Short Incm (YEAR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Legacy Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Barclays
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Morgan Stanley
Old Mission Capital
Bank of America Corporation
Royal Bank of Canada
BlackRock
Alkeon Capital Management
UBS Group
Capstone Investment Advisors
Gallagher Fiduciary Advisors

View all funds holding Spdr S&p 500 Etf