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

Freedman Financial Associates’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
2022 Q2	–	Sell	-16,150	Closed	-$7.38M	–	361
2022 Q1	$7.38M	Buy	16,150 +147	+0.9%	+$65.4K	5.08%	6
2021 Q4	$7.6M	Buy	16,003 +4	+0%	+$1.84K	5.19%	6
2021 Q3	$6.87M	Sell	15,999 -221	-1%	-$97.5K	5.02%	6
2021 Q2	$6.94M	Buy	16,220 +3,019	+23%	+$1.26M	5.23%	6
2021 Q1	$5.23M	Hold	13,201	–	–	4.32%	6
2020 Q4	$4.94M	Buy	+13,201	New	+$4.68M	4.43%	6

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Freedman Financial Associates's SPY Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2022, closing a stake of 16,150 shares — an estimated $7.38M sold.

Freedman Financial Associates first reported a position in SPY in Q4 2020 and held it in 6 quarters. The position peaked at $7.6M in Q4 2021. 3,093 funds tracked by Wall St. Rank hold SPY as of Q2 2022.

Freedman Financial Associates reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 16,150 State Street SPDR S&P 500 ETF Trust shares in Q2 2022, an estimated $7.38M.
Freedman Financial Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street SPDR S&P 500 ETF Trust position peaked at $7.6M in Q4 2021.
3,093 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.