Forthright Family Wealth Advisory LLC Spdr S&P 500 ETF Trust Transaction History

Forthright Family Wealth Advisory LLC

$141 Million
Q2 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 4,130 shares of SPY stock, worth $2.7 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

4,130

Previous 4,104 0.63%

Holding current value

$2.7 Million

Previous $2.3 Million 11.15%

% of portfolio

1.81%

Previous 1.71%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$496.48 - $617.85 $12,908 - $16,064	26 Added 0.63%	4,130 $2.55 Million
Q3 2024 Dec 09, 2024	BUY	$517.38 - $573.86 $232,303 - $257,663	449 Added 12.28%	4,104 $2.49 Billion
Q1 2024 Apr 29, 2024	BUY	$467.28 - $523.17 $1.71 Million - $1.91 Million	3,655 New	3,655 $1.91 Billion

Others Institutions Holding SPY

# of Institutions

5,193

Shares Held

643M

Call Options Held

380M

Put Options Held

724M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Forthright Family Wealth Advisory LLC Spdr S&P 500 ETF Trust Transaction History