Spdr S&p 500 Etf shares owned by Forum Financial Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $7.8M | 15k | 523.07 |
2023-12-31 | $7.3M | 15k | 475.31 |
2023-09-30 | $6.4M | 15k | 427.47 |
2023-06-30 | $5.7M | 13k | 443.27 |
2023-03-31 | $5.0M | 12k | 409.38 |
2022-12-31 | $4.8M | 12k | 382.42 |
2022-09-30 | $4.5M | 13k | 357.14 |
2022-06-30 | $4.5M | 12k | 377.28 |
2022-03-31 | $5.2M | 11k | 451.64 |
2021-12-31 | $5.5M | 12k | 474.92 |
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