Legacy Financial Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,273 shares of SPY stock, worth $1.37 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,273
Previous 1,325 71.55%
Holding current value
$1.37 Million
Previous $721,000 80.86%
% of portfolio
0.25%
Previous 0.14%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$517.38 - $573.86 $490,476 - $544,019
948 Added 71.55%
2,273 $1.3 Million
Q2 2024

Aug 13, 2024
SELL
$495.16 - $548.49 $638,756 - $707,552
-1,290 Reduced 49.33%
1,325 $721,000
Q1 2024

May 14, 2024
BUY
$467.28 - $523.17 $40,653 - $45,515
87 Added 3.44%
2,615 $1.37 Million
Q4 2023

Feb 06, 2024
BUY
$410.68 - $476.69 $825,466 - $958,146
2,010 Added 388.03%
2,528 $1.2 Million
Q3 2023

Nov 13, 2023
BUY
$425.88 - $457.79 $26,830 - $28,840
63 Added 13.85%
518 $221,000
Q2 2023

Aug 08, 2023
BUY
$404.36 - $443.28 $183,983 - $201,692
455 New
455 $201,000
Q2 2022

Aug 08, 2022
SELL
$365.86 - $456.8 $365 - $456
-1 Reduced 0.16%
609 $230,000
Q1 2022

May 04, 2022
SELL
$416.25 - $477.71 $52,447 - $60,191
-126 Reduced 17.12%
610 $276,000
Q4 2021

Feb 04, 2022
SELL
$428.64 - $477.48 $253,326 - $282,190
-591 Reduced 44.54%
736 $350,000
Q2 2021

Jul 21, 2021
SELL
$400.61 - $428.06 $519,591 - $555,193
-1,297 Reduced 49.43%
1,327 $568,000
Q1 2021

Apr 28, 2021
BUY
$368.79 - $397.26 $54,580 - $58,794
148 Added 5.98%
2,624 $1.04 Million
Q4 2020

Feb 02, 2021
BUY
$326.54 - $373.88 $72,818 - $83,375
223 Added 9.9%
2,476 $922,000
Q3 2020

Nov 09, 2020
BUY
$310.52 - $357.7 $699,601 - $805,898
2,253 New
2,253 $755,000
Q1 2020

May 12, 2020
SELL
$222.95 - $338.34 $479,119 - $727,092
-2,149 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
$288.06 - $322.94 $46,953 - $52,639
-163 Reduced 7.05%
2,149 $692,000
Q3 2019

Nov 07, 2019
BUY
$283.82 - $302.01 $116,650 - $124,126
411 Added 21.62%
2,312 $686,000
Q2 2019

Aug 07, 2019
SELL
$274.57 - $295.86 $9,884 - $10,650
-36 Reduced 1.86%
1,901 $557,000
Q1 2019

May 14, 2019
SELL
$244.21 - $284.73 $6,105 - $7,118
-25 Reduced 1.27%
1,937 $547,000
Q2 2018

Jul 17, 2018
BUY
$257.47 - $278.92 $11,586 - $12,551
45 Added 2.35%
1,962 $549,000
Q1 2018

Apr 12, 2018
BUY
$257.63 - $286.58 $204,558 - $227,544
794 Added 70.7%
1,917 $508,000
Q4 2017

Feb 09, 2018
BUY
$252.32 - $268.2 $283,355 - $301,188
1,123
1,123 $299,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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