Spdr S&p 500 Etf shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58M | 87k | 666.18 |
| 2025-06-30 | $57M | 92k | 617.85 |
| 2025-03-31 | $54M | 97k | 559.39 |
| 2024-12-31 | $57M | 97k | 586.08 |
| 2024-09-30 | $59M | 102k | 573.76 |
| 2024-06-30 | $56M | 103k | 544.22 |
| 2024-03-31 | $55M | 105k | 523.07 |
| 2023-12-31 | $50M | 106k | 475.31 |
| 2023-09-30 | $45M | 106k | 427.48 |
| 2023-06-30 | $48M | 108k | 443.28 |
| 2023-03-31 | $44M | 108k | 409.39 |
| 2022-12-31 | $41M | 108k | 382.43 |
| 2022-09-30 | $27M | 75k | 357.18 |
| 2022-06-30 | $29M | 77k | 377.25 |
| 2022-03-31 | $35M | 78k | 451.64 |
| 2021-12-31 | $39M | 82k | 474.96 |
| 2021-09-30 | $37M | 86k | 429.14 |
| 2021-06-30 | $37M | 86k | 428.06 |
| 2021-03-31 | $34M | 85k | 396.33 |
| 2020-12-31 | $32M | 86k | 373.88 |
| 2020-09-30 | $29M | 87k | 334.89 |
| 2020-06-30 | $26M | 83k | 308.36 |
| 2020-03-31 | $22M | 84k | 257.75 |
| 2019-12-31 | $25M | 79k | 321.86 |
More positions owned by Legacy Wealth Management, LLC / MS
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