Freedom Day Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Freedom Day Solutions’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,118	Closed	-$264K	–	103
2024 Q2	$264K	Hold	4,118	–	–	0.09%	86
2024 Q1	$253K	Hold	4,118	–	–	0.09%	90
2023 Q4	$230K	Hold	4,118	–	–	0.09%	92
2023 Q3	$207K	Buy	4,118 +15	+0.4%	+$785	0.09%	93
2023 Q2	$214K	Buy	+4,103	New	+$202K	0.1%	97
2022 Q2	–	Sell	-4,315	Closed	-$229K	–	127
2022 Q1	$229K	Sell	4,315 -746	-15%	-$39.1K	0.1%	113
2021 Q4	$283K	Buy	5,061 +19	+0.4%	+$1.03K	0.11%	109
2021 Q3	$254K	Sell	5,042 -285	-5%	-$14.8K	0.12%	107
2021 Q2	$268K	Buy	+5,327	New	+$261K	0.13%	108

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Freedom Day Solutions's SPYM Position: Q3 2024 in Review

Freedom Day Solutions sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2024, closing a stake of 4,118 shares — an estimated $264K sold.

Freedom Day Solutions first reported a position in SPYM in Q2 2021 and held it in 9 quarters. The position peaked at $283K in Q4 2021. 1,096 funds tracked by Wall St. Rank hold SPYM as of Q3 2024.

Freedom Day Solutions reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
Freedom Day Solutions sold 4,118 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2024, an estimated $264K.
Freedom Day Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and held it in 9 quarters.
Freedom Day Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $283K in Q4 2021.
1,096 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2024.

Based on Freedom Day Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.