Forum Financial Management, LP Spdr S&P 500 ETF Trust Transaction History
Forum Financial Management, LP
- $4.85 Billion
- Q2 2024
A detailed history of Forum Financial Management, LP transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forum Financial Management, LP holds 14,795 shares of SPY stock, worth $8.45 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,795
Previous 14,939
0.96%
Holding current value
$8.45 Million
Previous $7.81 Million
3.03%
% of portfolio
0.17%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding SPY
# of Institutions
4,431Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.2 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.81 Billion1.41% of portfolio