Ownership history in LIBRA WEALTH LLC · 16 quarters on record
This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 6,678 | — | 0% | 1.27% | $4.6M | $680.06 |
| 2025 Q3 | REDUCED | 6,678 | -321 | -4.6% | 1.34% | $4.4M | $662.41 |
| 2025 Q2 | ADDED | 6,999 | +1,296 | +22.7% | 1.41% | $4.3M | $612.65 |
| 2025 Q1 | UNCHANGED | 5,703 | — | 0% | 1.20% | $3.2M | $553.05 |
| 2024 Q4 | UNCHANGED | 5,703 | — | 0% | 1.30% | $3.3M | $577.70 |
| 2024 Q3 | UNCHANGED | 5,703 | — | 0% | 1.31% | $3.3M | $563.66 |
| 2024 Q2 | UNCHANGED | 5,703 | — | 0% | 1.34% | $3.1M | $533.00 |
| 2024 Q1 | REDUCED | 5,703 | -31 | -0.5% | 1.31% | $3.0M | $510.64 |
| 2023 Q4 | UNCHANGED | 5,734 | — | 0% | 1.35% | $2.7M | $462.58 |
| 2023 Q3 | UNCHANGED | 5,734 | — | 0% | 1.36% | $2.5M | $414.35 |
As of 2025 Q4 — sorted by position size