SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 5,088 Value ($000) $3,470 Avg Close Range
Q3 2025
Shares 4,122 Value ($000) $2,746 Avg Close Range
Q2 2025
Shares 2,693 Value ($000) $1,664 Avg Close Range
Q1 2025
Shares 2,829 Value ($000) $1,583 Avg Close Range
Q4 2024
Shares 2,819 Value ($000) $1,652 Avg Close Range
Q3 2024
Shares 2,273 Value ($000) $1,304 Avg Close Range
Q2 2024
Shares 1,325 Value ($000) $721 Avg Close Range
Q1 2024
Shares 2,615 Value ($000) $1,368 Avg Close Range
Q4 2023
Shares 2,528 Value ($000) $1,202 Avg Close Range
Q3 2023
Shares 518 Value ($000) $221 Avg Close Range
Q2 2023
Shares 455 Value ($000) $202 Avg Close Range
Q2 2022
Shares 609 Value ($000) $230 Avg Close Range
Q1 2022
Shares 610 Value ($000) $276 Avg Close Range
Q4 2021
Shares 736 Value ($000) $350 Avg Close Range
Q3 2021
Shares 1,327 Value ($000) $569 Avg Close Range
Q2 2021
Shares 1,327 Value ($000) $568 Avg Close Range
Q1 2021
Shares 2,624 Value ($000) $1,040 Avg Close Range
Q4 2020
Shares 2,476 Value ($000) $922 Avg Close Range
Q3 2020
Shares 2,253 Value ($000) $755 Avg Close Range
Q4 2019
Shares 2,149 Value ($000) $692 Avg Close Range
Q3 2019
Shares 2,312 Value ($000) $686 Avg Close Range
Q2 2019
Shares 1,901 Value ($000) $557 Avg Close Range
Q1 2019
Shares 1,937 Value ($000) $547 Avg Close Range
Q4 2018
Shares 1,962 Value ($000) $490 Avg Close Range
Q3 2018
Shares 1,962 Value ($000) $570 Avg Close Range
Q2 2018
Shares 1,962 Value ($000) $549 Avg Close Range
Q1 2018
Shares 1,917 Value ($000) $508 Avg Close Range
Q4 2017
Shares 1,123 Value ($000) $299 Avg Close Range