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Legacy Capital Wealth Partners, LLC → SPY
Legacy Capital Wealth Partners, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.2M |
| Q4 2025 | $9.8M |
| Q1 2026 | $9.1M |
| Q2 2026 | $5M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 20.9K | — | — |
| Q2 2026 | $5M | 18.7K | — | — |
| Q1 2026 | $9.1M | 73.6K | — | — |
| Q4 2025 | $9.8M | 65.9K | — | — |
| Q3 2025 | $7.2M | 62.0K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B