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True Freedom Investing, LLC → SPY

True Freedom Investing, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
7
Latest value
$23.4M
Q3 2026
Peak value
$37.8M
First seen
Q4 2024

Dollar value over time

Show data table
PeriodPosition value
Q4 2024$9.8M
Q2 2025$13.4M
Q3 2025$12.2M
Q4 2025$37.8M
Q1 2026$21M
Q2 2026$20.7M
Q3 2026$23.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.4M30.7K——
Q2 2026$20.7M31.9K——
Q1 2026$21M32.2K——
Q4 2025$37.8M55.5K——
Q3 2025$12.2M18.3K——
Q2 2025$13.4M21.7K——
Q4 2024$9.8M16.7K——

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