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

Libra Wealth’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	$4.99M	Hold	6,678	–	–	1.27%	15
2026 Q1	$4.34M	Hold	6,678	–	–	1.22%	17
2025 Q4	$4.55M	Hold	6,678	–	–	1.27%	19
2025 Q3	$4.45M	Sell	6,678 -321	-5%	-$206K	1.34%	18
2025 Q2	$4.32M	Buy	6,999 +1,296	+23%	+$741K	1.41%	17
2025 Q1	$3.19M	Hold	5,703	–	–	1.2%	17
2024 Q4	$3.34M	Hold	5,703	–	–	1.3%	17
2024 Q3	$3.27M	Hold	5,703	–	–	1.31%	17
2024 Q2	$3.1M	Hold	5,703	–	–	1.34%	17
2024 Q1	$2.98M	Sell	5,703 -31	-0.5%	-$15.4K	1.31%	18
2023 Q4	$2.73M	Hold	5,734	–	–	1.35%	16
2023 Q3	$2.45M	Hold	5,734	–	–	1.36%	15
2023 Q2	$2.54M	Hold	5,734	–	–	1.39%	15
2023 Q1	$2.35M	Hold	5,734	–	–	1.36%	14
2022 Q4	$2.19M	Hold	5,734	–	–	0.06%	18
2022 Q3	$2.05M	Hold	5,734	–	–	1.32%	14
2022 Q2	$2.16M	Sell	5,734 -43	-0.7%	-$17.6K	1.55%	14
2022 Q1	$2.61M	Hold	5,777	–	–	1.5%	10
2021 Q4	$2.74M	Buy	+5,777	New	+$2.65M	1.77%	10

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Libra Wealth's SPY Position: Q2 2026 in Review

Libra Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 6,678 shares worth $4.99M. The position accounts for 1.27% of the portfolio, ranked #15.

Libra Wealth first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Libra Wealth held 6,678 shares of State Street SPDR S&P 500 ETF Trust worth $4.99M as of Q2 2026.
Libra Wealth 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 1.27% of Libra Wealth's portfolio in Q2 2026, its #15 holding.
Libra Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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