Freedom Together Foundation’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Freedom Together Foundation’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	$633M	Hold	847,400	–	–	73%	1
2026 Q1	$551M	Hold	847,400	–	–	72.3%	1
2025 Q4	$578M	Sell	847,400 -150,600	-15%	-$102M	73.28%	1
2025 Q3	$665M	Hold	998,000	–	–	76.11%	1
2025 Q2	$617M	Sell	998,000 -250,000	-20%	-$143M	75.52%	1
2025 Q1	$698M	Sell	1,248,000 -170,000	-12%	-$99.9M	91.26%	1
2024 Q4	$831M	Buy	1,418,000 +380,200	+37%	+$224M	92.33%	1
2024 Q3	$595M	Buy	1,037,800 +786,000	+312%	+$435M	62.9%	1
2024 Q2	$137M	Buy	+251,800	New	+$132M	14.67%	2

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Freedom Together Foundation's SPY Position: Q2 2026 in Review

Freedom Together Foundation held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 847,400 shares worth $633M. The position accounts for 73% of the portfolio, ranked #1.

Freedom Together Foundation first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $831M in Q4 2024. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Freedom Together Foundation held 847,400 shares of State Street SPDR S&P 500 ETF Trust worth $633M as of Q2 2026.
Freedom Together Foundation left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 73% of Freedom Together Foundation's portfolio in Q2 2026, its #1 holding.
Freedom Together Foundation first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Freedom Together Foundation's State Street SPDR S&P 500 ETF Trust position peaked at $831M in Q4 2024.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Freedom Together Foundation's 13F filing for Q2 2026, filed 3 Aug 2026.