Spdr S&p 500 Etf shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $805k | 1.5k | 522.73 |
| 2023-12-31 | $660k | 1.4k | 475.16 |
| 2023-09-30 | $563k | 1.3k | 427.16 |
| 2023-06-30 | $493k | 1.1k | 443.25 |
| 2023-03-31 | $604k | 1.5k | 409.41 |
| 2022-09-30 | $257k | 719 | 357.44 |
| 2022-06-30 | $393k | 1.0k | 376.80 |
| 2022-03-31 | $532k | 1.2k | 451.23 |
| 2021-12-31 | $572k | 1.2k | 475.08 |
| 2021-09-30 | $768k | 1.7k | 462.96 |
| 2021-06-30 | $1.4M | 580k | 2.34 |
| 2021-03-31 | $538k | 1.4k | 376.22 |
| 2020-12-31 | $538k | 1.4k | 376.22 |
| 2020-09-30 | $498k | 1.5k | 335.13 |
| 2020-06-30 | $427k | 1.4k | 308.30 |
| 2020-03-31 | $410k | 1.6k | 257.54 |
| 2019-12-31 | $517k | 1.6k | 321.92 |
| 2019-09-30 | $444k | 1.5k | 296.79 |
| 2019-06-30 | $438k | 1.5k | 292.78 |
| 2019-03-31 | $356k | 1.3k | 281.87 |
| 2018-12-31 | $315k | 1.3k | 249.41 |