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Freed Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Freed Investment Group’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
2021
Q3 		$262K Sell
610
-12
-2% -$5.29K 0.2% 14
2021
Q2 		$266K Buy
622
+12
+2% +$5.01K 0.21% 13
2021
Q1 		$242K Hold
610
– – 0.21% 14
2020
Q4 		$228K Buy
+610
New +$216K 0.21% 15

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freed Investment Group's SPY Position: Q3 2021 in Review

Freed Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q3 2021, selling an estimated $5.29K and leaving 610 shares worth $262K. The position accounts for 0.2% of the portfolio, ranked #14.

Freed Investment Group first reported a position in SPY in Q4 2020 and has held it in 4 quarters since. The position peaked at $266K in Q2 2021. 2,745 funds tracked by Wall St. Rank hold SPY as of Q3 2021.

  • Freed Investment Group held 610 shares of State Street SPDR S&P 500 ETF Trust worth $262K as of Q3 2021.
  • Freed Investment Group sold 12 State Street SPDR S&P 500 ETF Trust shares in Q3 2021, an estimated $5.29K.
  • State Street SPDR S&P 500 ETF Trust made up 0.2% of Freed Investment Group's portfolio in Q3 2021, its #14 holding.
  • Freed Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 4 quarters since.
  • Freed Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $266K in Q2 2021.
  • 2,745 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2021.

Based on Freed Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.