SEC 13F Intelligence

Legacy Wealth Management, LLC / Ms / SPY

Legacy Wealth Management, LLC / Ms’s State Str Spdr S&P 500 Etf T Position

Does Legacy Wealth Management, LLC / Ms own State Str Spdr S&P 500 Etf T (SPY)? Yes — 87.4K shares worth $65M (+16.76% of its 13F portfolio) as of Q2 2026, down from 87.7K shares the prior filed quarter.

Position Value
$65M
Q2 2026
Shares
87.4K
% of Portfolio
+16.76%
Quarters Held
7
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $57MQ4 ’24Q1 ’25: $54MQ1 ’25Q2 ’25: $57MQ2 ’25Q3 ’25: $58MQ3 ’25Q4 ’25: $63MQ4 ’25Q1 ’26: $57MQ1 ’26Q2 ’26: $65MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202687.4K$65M+16.76%
Q1 202687.7K$57M+16.26%
Q4 202592.0K$63M+16.76%
Q3 202586.7K$58M+17.39%
Q2 202592.0K$57M+17.28%
Q1 202596.8K$54M+17.70%
Q4 202496.6K$57M+22.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Wealth Management, LLC / Ms’s full portfolio or all institutional holders of SPY.