Forvis Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 33,682 shares of SPY stock, worth $22.3 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
33,682
Previous 37,386
9.91%
Holding current value
$22.3 Million
Previous $20.9 Million
0.49%
% of portfolio
0.47%
Previous 0.52%
Shares
33 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio