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Spdr S&p 500 Etf shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 4.1k 607.81
2024-06-30 $2.0M 3.7k 544.22
2024-03-31 $1.9M 3.7k 523.07

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Forthright Family Wealth Advisory

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Wolverine Trading
Vinland Capital Management Gestora de Recursos
UBS Group
Twin Tree Management
Millennium Management
Alkeon Capital Management

View all funds holding Spdr S&p 500 Etf