SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Legacy Wealth Management, Inc's Holding History (CIK: 0001488921)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,711 Value ($000) $6,622 Avg Close — Range —
Q3 2025
Shares 9,711 Value ($000) $6,469 Avg Close — Range —
Q2 2025
Shares 9,991 Value ($000) $6,173 Avg Close — Range —
Q1 2025
Shares 9,991 Value ($000) $5,589 Avg Close — Range —
Q4 2024
Shares 9,965 Value ($000) $5,840 Avg Close — Range —
Q3 2024
Shares 9,965 Value ($000) $5,717 Avg Close — Range —
Q2 2024
Shares 9,965 Value ($000) $5,423 Avg Close — Range —
Q1 2024
Shares 10,169 Value ($000) $5,319 Avg Close — Range —
Q4 2023
Shares 8,575 Value ($000) $4,076 Avg Close — Range —
Q3 2023
Shares 10,135 Value ($000) $4,333 Avg Close — Range —
Q2 2023
Shares 10,545 Value ($000) $4,674 Avg Close — Range —
Q1 2023
Shares 10,545 Value ($000) $4,317 Avg Close — Range —
Q4 2022
Shares 10,111 Value ($000) $3,867 Avg Close — Range —
Q3 2022
Shares 9,868 Value ($000) $3,525 Avg Close — Range —
Q2 2022
Shares 9,801 Value ($000) $3,697 Avg Close — Range —
Q1 2022
Shares 10,235 Value ($000) $4,623 Avg Close — Range —
Q4 2021
Shares 10,431 Value ($000) $4,954 Avg Close — Range —
Q3 2021
Shares 9,069 Value ($000) $3,892 Avg Close — Range —
Q2 2021
Shares 8,736 Value ($000) $3,740 Avg Close — Range —
Q1 2021
Shares 8,770 Value ($000) $3,476 Avg Close — Range —
Q4 2020
Shares 8,784 Value ($000) $3,284 Avg Close — Range —
Q3 2020
Shares 8,384 Value ($000) $2,808 Avg Close — Range —
Q2 2020
Shares 8,384 Value ($000) $2,585 Avg Close — Range —
Q1 2020
Shares 8,732 Value ($000) $2,251 Avg Close — Range —
Q4 2019
Shares 8,732 Value ($000) $2,810 Avg Close — Range —
Q3 2019
Shares 8,732 Value ($000) $2,591 Avg Close — Range —
Q2 2019
Shares 8,732 Value ($000) $2,558 Avg Close — Range —
Q1 2019
Shares 8,506 Value ($000) $2,403 Avg Close — Range —
Q4 2018
Shares 8,644 Value ($000) $2,160 Avg Close — Range —
Q3 2018
Shares 8,802 Value ($000) $2,559 Avg Close — Range —
Q2 2018
Shares 8,817 Value ($000) $2,392 Avg Close — Range —
Q1 2018
Shares 8,817 Value ($000) $2,320 Avg Close — Range —
Q4 2017
Shares 9,630 Value ($000) $2,570 Avg Close — Range —
Q3 2017
Shares 9,663 Value ($000) $2,428 Avg Close — Range —
Q2 2017
Shares 9,175 Value ($000) $2,219 Avg Close — Range —
Q1 2017
Shares 9,182 Value ($000) $2,164 Avg Close — Range —
Q4 2016
Shares 9,180 Value ($000) $2,052,086 Avg Close — Range —
Q3 2016
Shares 9,201 Value ($000) $1,990 Avg Close — Range —
Q2 2016
Shares 9,198 Value ($000) $1,927 Avg Close — Range —
Q1 2016
Shares 9,196 Value ($000) $1,890 Avg Close — Range —
Q4 2015
Shares 30,240 Value ($000) $6,165 Avg Close — Range —