Forthright Family Wealth Advisory LLC Spdr S&P 500 ETF Trust Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,104 shares of SPY stock, worth $2.61 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
4,104
Previous 4,104
-0.0%
Holding current value
$2.61 Million
Previous $2.41 Million
4.57%
% of portfolio
1.71%
Previous 1.75%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
5,115Shares Held
595MCall Options Held
389MPut Options Held
675M-
Jpmorgan Chase & CO New York, NY58MShares$36.8 Billion2.54% of portfolio
-
Goldman Sachs Group Inc New York, NY34.8MShares$22.1 Billion3.26% of portfolio
-
Morgan Stanley New York, NY34.3MShares$21.8 Billion1.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.8MShares$20.2 Billion1.47% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA24MShares$15.3 Billion2.37% of portfolio