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 Q2	$229K	Buy	307 +1	+0.3%	+$725	0.11%	104
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Freedom LLC's SPY Position: Q2 2026 in Review

Financial Freedom LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q2 2026, buying an estimated $725 and bringing the position to 307 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #104.

Financial Freedom LLC first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Freedom LLC held 307 shares of State Street SPDR S&P 500 ETF Trust worth $229K as of Q2 2026.
Financial Freedom LLC bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Financial Freedom LLC's portfolio in Q2 2026, its #104 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 15 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.