Spdr S&p 500 Etf shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 8.5k | 666.17 |
| 2025-06-30 | $5.2M | 8.5k | 617.83 |
| 2025-03-31 | $4.7M | 8.4k | 559.36 |
| 2024-12-31 | $5.0M | 8.5k | 586.09 |
| 2024-09-30 | $4.9M | 8.6k | 573.78 |
| 2024-06-30 | $4.2M | 7.7k | 544.25 |
| 2024-03-31 | $4.1M | 7.8k | 523.08 |
| 2023-12-31 | $3.7M | 7.8k | 475.33 |
| 2023-09-30 | $2.9M | 6.7k | 427.47 |
| 2023-06-30 | $3.0M | 6.7k | 443.27 |
| 2023-03-31 | $2.7M | 6.7k | 409.42 |
| 2022-12-31 | $2.6M | 6.7k | 382.45 |
| 2022-09-30 | $488k | 1.4k | 357.25 |
| 2022-06-30 | $515k | 1.4k | 377.01 |
| 2022-03-31 | $615k | 615 | 1000.00 |
| 2021-12-31 | $643k | 1.4k | 474.89 |
| 2021-09-30 | $581k | 1.4k | 429.10 |
| 2021-06-30 | $580k | 1.4k | 428.36 |
| 2021-03-31 | $537k | 1.4k | 396.60 |
| 2020-12-31 | $506k | 1.4k | 373.71 |
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