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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617M Sell
998,000
-250,000
-20% -$154M 75.52% 1
2025
Q1
$698M Sell
1,248,000
-170,000
-12% -$95.1M 91.26% 1
2024
Q4
$831M Buy
1,418,000
+380,200
+37% +$223M 92.33% 1
2024
Q3
$595M Buy
1,037,800
+786,000
+312% +$451M 62.9% 1
2024
Q2
$137M Buy
+251,800
New +$137M 14.67% 2