Freedom Wealth Alliance, LLC Spdr S&P 500 ETF Trust Transaction History

Freedom Wealth Alliance, LLC

$60.8 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$404.36 - $443.28 $228,463 - $250,453	565 New	565 $254 Million
Q4 2022 Feb 14, 2023	BUY	$357.63 - $407.42 $166,297 - $189,450	465 New	465 $178 Million

Others Institutions Holding SPY

# of Institutions

4,552

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

Jpmorgan Chase & CO New York, NY

56.7M
Shares

$33.2 Billion
2.67% of portfolio
Morgan Stanley New York, NY

35.6M
Shares

$20.9 Billion
1.51% of portfolio
Goldman Sachs Group Inc New York, NY

33.1M
Shares

$19.4 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

29.6M
Shares

$17.3 Billion
1.43% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

18.3M
Shares

$10.7 Billion
1.88% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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