Freedman Financial Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Freedman Financial Associates’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,000	Closed	-$202K	–	362
2022 Q1	$202K	Hold	3,000	–	–	0.14%	77
2021 Q4	$217K	Hold	3,000	–	–	0.15%	73
2021 Q3	$192K	Hold	3,000	–	–	0.14%	72
2021 Q2	$189K	Hold	3,000	–	–	0.14%	71
2021 Q1	$169K	Hold	3,000	–	–	0.14%	67
2020 Q4	$166K	Buy	+3,000	New	+$158K	0.15%	64

Other funds holding SPYG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Freedman Financial Associates sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2022, closing a stake of 3,000 shares — an estimated $202K sold.

Freedman Financial Associates first reported a position in SPYG in Q4 2020 and held it in 6 quarters. The position peaked at $217K in Q4 2021. 678 funds tracked by Wall St. Rank hold SPYG as of Q2 2022.

Freedman Financial Associates reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 3,000 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2022, an estimated $202K.
Freedman Financial Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $217K in Q4 2021.
678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2022.

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