Legacy Advisors, LLC SPY Holdings History
Legacy Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Legacy Advisors, LLC held 40,306.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $22.55 Mil. This investment constitutes 2.32% of their stock portfolio, and Legacy Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Legacy Advisors, LLC has made 17 purchases of SPY, at an average price of $330.21, for a total of 90,269.00 shares. In addition, there have been 10 sales at an average price of $326.69 for 49,963.00 shares. Based on historical transaction data and SPY's current price of $622.14, Legacy Advisors, LLC's estimated gain on his SPY holdings is $11.59 Mil, reflecting a 38.88% gain to date.
Legacy Advisors, LLC SPY ($622.14) Holding Chart
Legacy Advisors, LLC SPY ($622.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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