Legacy Capital Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Legacy Capital Wealth Partners, LLC

$463 Million
Q3 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 61,969 shares of SPY stock, worth $41.3 Million. This represents 8.92% of its overall portfolio holdings.

Number of Shares

61,969

Previous 63,014 1.66%

Holding current value

$41.3 Million

Previous $38.9 Million 6.03%

% of portfolio

8.92%

Previous 8.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$617.65 - $666.84 $645,444 - $696,847	-1,045 Reduced 1.66%	61,969 $41.3 Million
Q2 2025 Aug 13, 2025	SELL	$496.48 - $617.85 $6.29 Million - $7.83 Million	-12,676 Reduced 16.75%	63,014 $38.9 Million
Q1 2025 May 02, 2025	SELL	$551.42 - $612.93 $1.65 Million - $1.83 Million	-2,988 Reduced 3.8%	75,690 $42.3 Million
Q4 2024 Jan 30, 2025	SELL	$567.81 - $607.81 $43.4 Million - $46.5 Million	-76,451 Reduced 49.28%	78,678 $46.1 Million
Q3 2024 Nov 04, 2024	BUY	$517.38 - $573.86 $64.4 Million - $71.4 Million	124,409 Added 404.98%	155,129 $89 Million

Q2 2024 Aug 01, 2024	BUY	$495.16 - $548.49 $15 Million - $16.6 Million	30,234 Added 6220.99%	30,720 $16.7 Million
Q1 2024 May 10, 2024	SELL	$467.28 - $523.17 $15.9 Million - $17.8 Million	-34,015 Reduced 98.59%	486 $254,000
Q4 2023 Feb 05, 2024	BUY	$410.68 - $476.69 $250,925 - $291,257	611 Added 1.8%	34,501 $16.4 Million
Q3 2023 Oct 16, 2023	BUY	$425.88 - $457.79 $5.92 Million - $6.36 Million	13,890 Added 69.45%	33,890 $14.5 Million
Q2 2023 Jul 27, 2023	SELL	$404.36 - $443.28 $3.77 Million - $4.13 Million	-9,320 Reduced 31.79%	20,000 $8.87 Million
Q1 2023 May 10, 2023	BUY	$379.5 - $416.78 $11.1 Million - $12.2 Million	29,320 New	29,320 $12 Million

Others Institutions Holding SPY

# of Institutions

5,287

Shares Held

556M

Call Options Held

339M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Legacy Capital Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History