Liberty Square Wealth Partners »

Spdr S&p 500 Etf shares owned by Liberty Square Wealth Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Liberty Square Wealth Partners from 13F filings

Historical chart of Liberty Square Wealth Partners investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Liberty Square Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 7.6k 666.18
2025-06-30 $4.5M 7.3k 617.85
2025-03-31 $4.1M 7.3k 559.39
2024-12-31 $4.6M 7.5k 609.70