Legacy Wealth Management, LLC

SEC CIK: 0002047443
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Legacy Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 87,441
Value: $65.3M
% of portfolio: 16.8%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Legacy Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	87,441	$65.3M	16.8%	−260−0.3%	Reduced	Holders
Q1 2026	87,701	$57.0M	16.3%	−4,330−4.7%	Reduced	Holders
Q4 2025	92,031	$62.8M	16.8%	+5,318+6.1%	Added	Holders
Q3 2025	86,713	$57.8M	17.4%	−5,244−5.7%	Reduced	Holders
Q2 2025	91,957	$56.8M	17.3%	−4,828−5.0%	Reduced	Holders
Q1 2025	96,785	$54.1M	17.7%	+182+0.2%	Added	Holders
Q4 2024	96,603	$56.6M	22.5%	−5,740−5.6%	Reduced	Holders
Q3 2024	102,343	$58.7M	21.6%	−134−0.1%	Reduced	Holders
Q2 2024	102,477	$55.8M	23.6%	−2,497−2.4%	Reduced	Holders
Q1 2024	104,974	$54.9M	24.8%	−705−0.7%	Reduced	Holders
Q4 2023	105,679	$50.2M	24.2%	−492−0.5%	Reduced	Holders
Q3 2023	106,171	$45.4M	23.6%	−1,355−1.3%	Reduced	Holders
Q2 2023	107,526	$47.7M	23.9%	−130−0.1%	Reduced	Holders
Q1 2023	107,656	$44.1M	24.3%	−157−0.1%	Reduced	Holders
Q4 2022	107,813	$41.2M	24.4%	+32,522+43.2%	Added	Holders
Q3 2022	75,291	$26.9M	18.1%	−1,755−2.3%	Reduced	Holders
Q2 2022	77,046	$29.1M	17.7%	−1,285−1.6%	Reduced	Holders
Q1 2022	78,331	$35.4M	18.5%	−3,499−4.3%	Reduced	Holders
Q4 2021	81,830	$38.9M	19.9%	−4,045−4.7%	Reduced	Holders
Q3 2021	85,875	$36.9M	19.7%	−285−0.3%	Reduced	Holders
Q2 2021	86,160	$36.9M	20.4%	+903+1.1%	Added	Holders
Q1 2021	85,257	$33.8M	20.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.