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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Forum Private Client Group 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 Forum Private Client Group

Quarter filed Position value Share count Share price at filing
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

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf