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

Freedom Wealth Alliance’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
2023 Q3	–	Sell	-565	Closed	-$254K	–	67
2023 Q2	$254K	Buy	+565	New	+$237K	0.35%	48
2023 Q1	–	Sell	-465	Closed	-$178K	–	398
2022 Q4	$178K	Buy	+465	New	+$179K	0.25%	60

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Wealth Alliance's SPY Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2023, closing a stake of 565 shares — an estimated $254K sold.

Freedom Wealth Alliance first reported a position in SPY in Q4 2022 and held it in 2 quarters. The position peaked at $254K in Q2 2023. 3,316 funds tracked by Wall St. Rank hold SPY as of Q3 2023.

Freedom Wealth Alliance reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 565 State Street SPDR S&P 500 ETF Trust shares in Q3 2023, an estimated $254K.
Freedom Wealth Alliance first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and held it in 2 quarters.
Freedom Wealth Alliance's State Street SPDR S&P 500 ETF Trust position peaked at $254K in Q2 2023.
3,316 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.