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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Liberty Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
7,179
Value
$4.67M
% of portfolio
0.6%
Quarters held
20
Since Q1 2021
Holdings of SPY by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,179$4.67M0.6%00.0%UnchangedHolders
Q1 20267,179$4.67M0.6%+106+1.5%AddedHolders
Q4 20257,073$4.82M0.6%+62+0.9%AddedHolders
Q3 20257,011$4.67M0.7%+5,560+383.2%AddedHolders
Q2 20251,451$896.7K0.1%+1,451NewHolders
Q1 20250$00.0%−1,522−100.0%Sold outHolders
Q4 20241,522$891.8K0.1%−7−0.5%ReducedHolders
Q3 20241,529$877.0K0.1%−26,433−94.5%ReducedHolders
Q2 202427,962$793.0K0.1%+26,422+1,715.7%AddedHolders
Q1 20241,540$805.0K0.2%+151+10.9%AddedHolders
Q4 20231,389$660.0K0.1%+71+5.4%AddedHolders
Q3 20231,318$563.0K0.1%+207+18.6%AddedHolders
Q2 20231,111$492.5K0.1%−363−24.6%ReducedHolders
Q1 20231,474$603.5K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 2022719$257.0K0.1%−324−31.1%ReducedHolders
Q2 20221,043$393.0K0.2%−136−11.5%ReducedHolders
Q1 20221,179$532.0K0.2%––Holders
Q4 2021–$572.0K0.2%––Holders
Q3 20211,658$723.0K0.3%+304+22.5%AddedHolders
Q2 20211,354$580.0K0.2%−76−5.3%ReducedHolders
Q1 20211,430$538.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.