SEC 13F Intelligence

Freedman Financial Associates, Inc. / SPY

Freedman Financial Associates, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Freedman Financial Associates, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 16.1K shares worth $7M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$7M
Q1 2022
Shares
16.1K
% of Portfolio
+5.08%
Quarters Held
6
position exited

Position History SPY

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $5MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $7MQ3 ’21Q4 ’21: $8MQ4 ’21Q1 ’22: $7MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202216.1K$7M+5.08%
Q4 202116.0K$8M+5.19%
Q3 202116.0K$7M+5.02%
Q2 202116.2K$7M+5.23%
Q1 202113.2K$5M+4.32%
Q4 202013.2K$5M+4.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Freedman Financial Associates, Inc.’s full portfolio or all institutional holders of SPY.