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Liberty Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Liberty Capital Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Buy
+3,218
New +$2.33M 0.41% 61
2025
Q4 		$2.33M Sell
3,413
-7
-0.2% -$4.73K 0.43% 64
2025
Q3 		$2.28M Hold
3,420
– – 0.43% 65
2025
Q2 		$2.11M Buy
3,420
+1
+0% +$572 0.43% 61
2025
Q1 		$1.91M Hold
3,419
– – 0.43% 62
2024
Q4 		$2M Hold
3,419
– – 0.44% 61
2024
Q3 		$1.96M Sell
3,419
-82
-2% -$45.3K 0.43% 64
2024
Q2 		$1.91M Buy
3,501
+827
+31% +$433K 0.45% 60
2024
Q1 		$1.4M Sell
2,674
-168
-6% -$83.6K 0.34% 72
2023
Q4 		$1.35M Sell
2,842
-119
-4% -$53K 0.35% 72
2023
Q3 		$1.27M Hold
2,961
– – 0.37% 68
2023
Q2 		$1.31M Hold
2,961
– – 0.39% 66
2023
Q1 		$1.21M Buy
2,961
+1,112
+60% +$444K 0.4% 67
2022
Q4 		$707K Hold
1,849
– – 0.25% 83
2022
Q3 		$660K Buy
1,849
+1
+0.1% +$397 0.25% 80
2022
Q2 		$697K Hold
1,848
– – 0.25% 80
2022
Q1 		$835K Buy
1,848
+259
+16% +$115K 0.24% 81
2021
Q4 		$755K Sell
1,589
-7
-0.4% -$3.21K 0.2% 88
2021
Q3 		$685K Sell
1,596
-94
-6% -$41.5K 0.2% 87
2021
Q2 		$723K Hold
1,690
– – 0.22% 87
2021
Q1 		$670K Hold
1,690
– – 0.23% 83
2020
Q4 		$632K Buy
+1,690
New +$600K 0.23% 84
2020
Q2 		$524K Sell
1,700
-1,545
-48% -$452K 0.23% 81
2020
Q1 		$836K Hold
3,245
– – 0.44% 59
2019
Q4 		$1.04M Sell
3,245
-47
-1% -$14.5K 0.43% 61
2019
Q3 		$977K Hold
3,292
– – 0.43% 60
2019
Q2 		$965K Buy
3,292
+1,545
+88% +$445K 0.43% 63
2019
Q1 		$493K Hold
1,747
– – 0.25% 78
2018
Q4 		$437K Sell
1,747
-40
-2% -$10.8K 0.27% 76
2018
Q3 		$520K Hold
1,787
– – 0.27% 73
2018
Q2 		$485K Hold
1,787
– – 0.28% 74
2018
Q1 		$470K Hold
1,787
– – 0.28% 77
2017
Q4 		$497K Sell
1,787
-1,172
-40% -$305K 0.26% 78
2017
Q3 		$761K Buy
2,959
+603
+26% +$149K 0.42% 62
2017
Q2 		$571K Buy
2,356
+605
+35% +$145K 0.35% 62
2017
Q1 		$413K Buy
1,751
+745
+74% +$173K 0.25% 88
2016
Q4 		$228K Buy
1,006
+50
+5% +$10.9K 0.15% 101
2016
Q3 		$205K Sell
956
-1,300
-58% -$281K 0.13% 108
2016
Q2 		$473K Buy
+2,256
New +$468K 0.32% 76

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Liberty Capital Management's SPY Position: Q2 2026 in Review

Liberty Capital Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 3,218 shares worth $2.4M. The stake represents 0.41% of the portfolio and ranks #61 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SPY as recently as Q4 2025.

Liberty Capital Management first reported a position in SPY in Q2 2016 and has held it in 39 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Liberty Capital Management held 3,218 shares of State Street SPDR S&P 500 ETF Trust worth $2.4M as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Liberty Capital Management position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.41% of Liberty Capital Management's portfolio in Q2 2026, its #61 holding.
  • Liberty Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 39 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.