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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Quarterly reported holdings in Spdr S&p 500 Etf by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 666.20 |
| 2025-06-30 | $10M | 17k | 617.89 |
| 2025-03-31 | $9.1M | 16k | 559.37 |
| 2024-12-31 | $9.5M | 16k | 586.01 |
| 2024-09-30 | $9.0M | 16k | 573.76 |
| 2024-06-30 | $8.1M | 15k | 544.24 |
| 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 |
More positions owned by Forum Financial Management
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