Financial Freedom LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Financial Freedom LLC’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 Q1	$199K	Hold	306	–	–	0.1%	106
2025 Q4	$209K	Sell	306 -4	-1%	-$2.7K	0.1%	104
2025 Q3	$207K	Buy	310 +1	+0.3%	+$641	0.1%	103
2025 Q2	$191K	Hold	309	–	–	0.1%	103
2025 Q1	$173K	Buy	309 +12	+4%	+$7.05K	0.1%	106
2024 Q4	$174K	Hold	297	–	–	0.09%	103
2024 Q3	$170K	Hold	297	–	–	0.09%	108
2024 Q2	$161K	Buy	297 +5	+2%	+$2.62K	0.09%	109
2024 Q1	$153K	Hold	292	–	–	0.09%	112
2023 Q4	$139K	Hold	292	–	–	0.09%	111
2023 Q3	$125K	Buy	292 +1	+0.3%	+$445	0.09%	117
2023 Q2	$129K	Hold	291	–	–	0.09%	110
2023 Q1	$119K	Hold	291	–	–	0.09%	108
2022 Q4	$111K	Buy	+291	New	+$112K	0.07%	107

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Freedom LLC's SPY Position: Q1 2026 in Review

Financial Freedom LLC held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 306 shares worth $199K. The position accounts for 0.1% of the portfolio, ranked #106.

Financial Freedom LLC first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $209K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Freedom LLC held 306 shares of State Street SPDR S&P 500 ETF Trust worth $199K as of Q1 2026.
Financial Freedom LLC left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Financial Freedom LLC's portfolio in Q1 2026, its #106 holding.
Financial Freedom LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's State Street SPDR S&P 500 ETF Trust position peaked at $209K in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.