Legacy Trust SPY Holdings History
Legacy Trust's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Legacy Trust held 26,252.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.69 Mil. This investment constitutes 3.54% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Legacy Trust has made 3 purchases of SPY, at an average price of $382.41, for a total of 30,294.00 shares. In addition, there have been 6 sales at an average price of $518.35 for 4,042.00 shares. Based on historical transaction data and SPY's current price of $627.51, Legacy Trust's estimated gain on his SPY holdings is $6.98 Mil, reflecting a 60.28% gain to date.
Legacy Trust SPY ($627.51) Holding Chart
Legacy Trust SPY ($627.51) 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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