Spdr S&p 500 Etf shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $452k | 678 | 666.04 |
| 2025-06-30 | $419k | 678 | 617.72 |
| 2025-03-31 | $384k | 686 | 559.27 |
| 2024-12-31 | $478k | 816 | 586.09 |
| 2024-09-30 | $447k | 779 | 573.69 |
| 2024-03-31 | $473k | 904 | 523.01 |
| 2023-12-31 | $433k | 910 | 475.26 |
| 2023-06-30 | $419k | 945 | 443.30 |
| 2023-03-31 | $387k | 945 | 409.41 |
| 2022-12-31 | $457k | 1.2k | 382.44 |
| 2022-09-30 | $337k | 944 | 356.99 |
| 2022-06-30 | $375k | 995 | 376.88 |
| 2022-03-31 | $202k | 448 | 450.89 |
More positions owned by Forum Private Client Group
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