Freedom Together Foundation SPY — SPDR S&P 500 ETF TR

Ownership history in Freedom Together Foundation  ·  8 quarters on record

AI Ownership Summary

Freedom Together Foundation reported SPDR S&P 500 ETF TR (SPY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 92.33% in 2024 Q4. The latest visible filing shows SPY at 72.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freedom Together Foundation's position in SPDR S&P 500 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPY was reported at 72.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
92.33% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page Freedom Together Foundation fund profile Freedom Together Foundation full holdings
How Freedom Together Foundation held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 847,400 — 0% 72.30% $551.1M 2026-05-08 $737.62
2025 Q4 REDUCED 15.1% -4.4% ✅ 847,400 -150,600 -15.1% 73.28% $577.9M 2026-02-13 $679.89
2025 Q3 UNCHANGED — — — 998,000 — 0% 76.11% $664.8M 2025-11-14 $668.13
2025 Q2 REDUCED 20.0% +7.7% ❌ 998,000 -250,000 -20.0% 75.52% $616.6M 2025-08-13 $639.47
2025 Q1 REDUCED 12.0% +10.8% ❌ 1,248,000 -170,000 -12.0% 91.26% $698.1M 2025-05-15 $583.77
2024 Q4 ADDED — — — 1,418,000 +380,200 +36.6% 92.33% $831.1M 2025-02-14 $600.98
2024 Q3 ADDED — — — 1,037,800 +786,000 +312.2% 62.90% $595.4M 2024-11-14 $582.90
2024 Q2 INITIATED — — — 251,800 — — 14.67% $137.0M 2024-08-14 $532.54

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

UCLA Foundation 100.0% BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% North Horizon Holdings Inc. 100.0% Power Alpha Investment Ltd 93.59% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 92.45% RedJay Asset Management Inc. 91.78% Greenfield FTC, Inc. 3Y 86.17% Pacific Wealth Management 3Y 58.72% Wallace Hart LLC 57.08% Trust Asset Management LLC 3Y 7Y 56.09%

FAQ About Freedom Together Foundation and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freedom Together Foundation reported owning SPY?

Freedom Together Foundation reported SPY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SPY position in Freedom Together Foundation's portfolio?

The largest reported portfolio weight for SPY was 92.33% in 2024 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when Freedom Together Foundation reported 847,400 shares, equal to 72.30% of portfolio, with an estimated market value of $551.1M.

What does the chart on this SPY ownership page compare?

The chart compares Freedom Together Foundation's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Freedom Together Foundation time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, Freedom Together Foundation correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SPY relative to SPY over the holding period was +14.5%.

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