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Legacy Wealth Partners, LLC

SEC CIK
0002066638
Latest filing
Jul 22, 2026

SPY holding history

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

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
12,085
Value
$9.02M
% of portfolio
2.0%
Quarters held
3
Since Q4 2025
Holdings of SPY by Legacy Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,085$9.02M2.0%+2,400+24.8%AddedHolders
Q1 20269,685$6.30M1.6%−27,410−73.9%ReducedHolders
Q4 202537,095$25.3M6.5%–No prior filingHolders