Spdr S&p 500 Etf shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 9.7k | 666.16 |
| 2025-06-30 | $6.2M | 10k | 617.83 |
| 2025-03-31 | $5.6M | 10k | 559.37 |
| 2024-12-31 | $5.8M | 10k | 586.06 |
| 2024-09-30 | $5.7M | 10k | 573.73 |
| 2024-06-30 | $5.4M | 10k | 544.19 |
| 2024-03-31 | $5.3M | 10k | 523.09 |
| 2023-12-31 | $4.1M | 8.6k | 475.31 |
| 2023-09-30 | $4.3M | 10k | 427.48 |
| 2023-06-30 | $4.7M | 11k | 443.28 |
| 2023-03-31 | $4.3M | 11k | 409.39 |
| 2022-12-31 | $3.9M | 10k | 382.43 |
| 2022-09-30 | $3.5M | 9.9k | 357.22 |
| 2022-06-30 | $3.7M | 9.8k | 377.21 |
| 2022-03-31 | $4.6M | 10k | 451.69 |
| 2021-12-31 | $5.0M | 10k | 474.93 |
| 2021-09-30 | $3.9M | 9.1k | 429.15 |
| 2021-06-30 | $3.7M | 8.7k | 428.11 |
| 2021-03-31 | $3.5M | 8.8k | 396.35 |
| 2020-12-31 | $3.3M | 8.8k | 373.86 |
| 2020-09-30 | $2.8M | 8.4k | 334.92 |
| 2020-06-30 | $2.6M | 8.4k | 308.33 |
| 2020-03-31 | $2.3M | 8.7k | 257.79 |
| 2019-12-31 | $2.8M | 8.7k | 321.80 |
| 2019-09-30 | $2.6M | 8.7k | 296.72 |
| 2019-06-30 | $2.6M | 8.7k | 292.95 |
| 2019-03-31 | $2.4M | 8.5k | 282.51 |
| 2018-12-31 | $2.2M | 8.6k | 249.88 |
| 2018-09-30 | $2.6M | 8.8k | 290.73 |
| 2018-06-30 | $2.4M | 8.8k | 271.29 |
| 2018-03-31 | $2.3M | 8.8k | 263.13 |
| 2017-12-31 | $2.6M | 9.6k | 266.87 |
| 2017-09-30 | $2.4M | 9.7k | 251.27 |
| 2017-06-30 | $2.2M | 9.2k | 241.85 |
| 2017-03-31 | $2.2M | 9.2k | 235.68 |
| 2016-12-31 | $2.1M | 9.2k | 223.54 |
| 2016-09-30 | $2.0M | 9.2k | 216.28 |
| 2016-06-30 | $1.9M | 9.2k | 209.50 |
| 2016-03-31 | $1.9M | 9.2k | 205.52 |
| 2015-12-31 | $6.2M | 30k | 203.87 |
| 2015-09-30 | $2.7M | 14k | 191.64 |
| 2015-06-30 | $1.8M | 8.7k | 205.81 |
| 2015-03-31 | $1.8M | 8.7k | 206.46 |
| 2014-12-31 | $1.8M | 8.7k | 205.52 |
| 2014-09-30 | $1.7M | 8.6k | 197.08 |
| 2014-06-30 | $1.7M | 8.6k | 195.67 |
| 2014-03-31 | $1.6M | 8.6k | 186.96 |
| 2013-12-31 | $1.8M | 9.5k | 184.70 |
| 2013-09-30 | $1.6M | 9.3k | 168.01 |
| 2013-06-30 | $1.5M | 9.4k | 160.40 |
| 2013-03-31 | $1.4M | 9.1k | 156.66 |
| 2012-12-31 | $1.4M | 9.5k | 142.42 |
| 2012-09-30 | $1.5M | 10k | 144.00 |
| 2012-06-30 | $1.5M | 11k | 136.14 |
| 2012-03-31 | $1.5M | 11k | 140.78 |
| 2011-09-30 | $1.4M | 12k | 113.13 |