Spdr S&p 500 Etf shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Spdr S&p 500 Etf
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All positions including Spdr S&p 500 Etf held by Forza Wealth Management 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 Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 6.2k | 573.76 |
| 2024-06-30 | $3.1M | 5.8k | 544.22 |
| 2024-03-31 | $3.0M | 5.8k | 523.07 |
| 2023-12-31 | $2.7M | 5.8k | 475.31 |
| 2023-09-30 | $2.7M | 6.4k | 427.48 |
| 2023-06-30 | $2.8M | 6.4k | 443.28 |
| 2023-03-31 | $2.6M | 6.4k | 409.39 |
| 2022-12-31 | $2.4M | 6.2k | 382.43 |