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

Liberty Wealth 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 		$4.67M Hold
7,179
– – 0.58% 45
2026
Q1 		$4.67M Buy
7,179
+106
+1% +$72.1K 0.58% 45
2025
Q4 		$4.82M Buy
7,073
+62
+0.9% +$41.9K 0.62% 43
2025
Q3 		$4.67M Buy
7,011
+5,560
+383% +$3.56M 0.66% 38
2025
Q2 		$897K Buy
+1,451
New +$829K 0.14% 88
2025
Q1 		– Sell
-1,522
Closed -$892K – 196
2024
Q4 		$892K Sell
1,522
-7
-0.5% -$4.12K 0.15% 84
2024
Q3 		$877K Sell
1,529
-26,433
-95% -$14.6M 0.15% 84
2024
Q2 		$793K Buy
27,962
+26,422
+1,716% +$13.8M 0.15% 84
2024
Q1 		$805K Buy
1,540
+151
+11% +$75.2K 0.16% 82
2023
Q4 		$660K Buy
1,389
+71
+5% +$31.6K 0.14% 81
2023
Q3 		$563K Buy
1,318
+207
+19% +$92.1K 0.14% 88
2023
Q2 		$492K Sell
1,111
-363
-25% -$152K 0.12% 92
2023
Q1 		$603K Buy
+1,474
New +$588K 0.12% 106
2022
Q3 		$257K Sell
719
-324
-31% -$129K 0.07% 122
2022
Q2 		$393K Sell
1,043
-136
-12% -$55.7K 0.16% 91
2022
Q1 		$532K Buy
+1,179
New +$525K 0.19% 72
2021
Q4 		– Sell
-1,658
Closed -$761K – 90
2021
Q3 		$723K Buy
1,658
+304
+22% +$134K 0.26% 58
2021
Q2 		$580K Sell
1,354
-76
-5% -$31.7K 0.23% 67
2021
Q1 		$538K Hold
1,430
– – 0.26% 57
2020
Q4 		$538K Sell
1,430
-56
-4% -$19.9K 0.26% 57
2020
Q3 		$498K Buy
1,486
+101
+7% +$33.5K 0.29% 53
2020
Q2 		$427K Sell
1,385
-207
-13% -$60.6K 0.3% 54
2020
Q1 		$410K Sell
1,592
-14
-0.9% -$4.27K 0.36% 49
2019
Q4 		$517K Buy
1,606
+110
+7% +$33.9K 0.41% 46
2019
Q3 		$444K Hold
1,496
– – 0.42% 46
2019
Q2 		$438K Buy
1,496
+233
+18% +$67.1K 0.38% 55
2019
Q1 		$356K Hold
1,263
– – 0.27% 55
2018
Q4 		$315K Buy
+1,263
New +$341K 0.23% 58

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Liberty Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 7,179 shares worth $4.67M. The position accounts for 0.58% of the portfolio, ranked #45.

Liberty Wealth Management first reported a position in SPY in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.82M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Liberty Wealth Management held 7,179 shares of State Street SPDR S&P 500 ETF Trust worth $4.67M as of Q2 2026.
  • Liberty Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.58% of Liberty Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Liberty Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.82M in Q4 2025.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.