Forthright Family Wealth Advisory LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Forthright Family Wealth Advisory LLC

  • $141 Million
  • Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 336,260 shares of SPLG stock, worth $26.6 Million. This represents 17.31% of its overall portfolio holdings.

Number of Shares
336,260
Previous 336,947 0.2%
Holding current value
$26.6 Million
Previous $22.2 Million 10.31%
% of portfolio
17.31%
Previous 16.48%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$58.41 - $72.69 $40,127 - $49,938
-687 Reduced 0.2%
336,260 $24.4 Million
Q1 2025

Apr 30, 2025
BUY
$64.88 - $72.1 $422,758 - $469,803
6,516 Added 1.97%
336,947 $22.2 Million
Q4 2024

Mar 03, 2025
SELL
$66.77 - $71.52 $2.13 Million - $2.28 Million
-31,834 Reduced 8.79%
330,431 $22.8 Million
Q3 2024

Dec 09, 2024
SELL
$60.84 - $67.51 $20.2 Million - $22.5 Million
-332,660 Reduced 47.87%
362,265 $25.9 Billion
Q2 2024

Aug 12, 2024
SELL
$58.24 - $64.51 $794,568 - $880,109
-13,643 Reduced 1.93%
694,925 $44.5 Billion
Q1 2024

Apr 29, 2024
BUY
$54.97 - $61.53 $1.78 Million - $2 Million
32,441 Added 4.8%
708,568 $43.6 Billion
Q4 2023

Feb 28, 2024
BUY
$48.29 - $56.08 $32.7 Million - $37.9 Million
676,127 New
676,127 $37.8 Billion

Others Institutions Holding SPLG

# of Institutions
1,483
Shares Held
728M
Call Options Held
1.37M
Put Options Held
949K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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