Forza Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forza Wealth Management, LLC holds 6,168 shares of SPY stock, worth $3.65 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
6,168
Previous 5,756 7.16%
Holding current value
$3.65 Million
Previous $3.13 Billion 12.97%
% of portfolio
1.62%
Previous 1.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$517.38 - $573.86 $213,160 - $236,430
412 Added 7.16%
6,168 $3.54 Billion
Q4 2023

Jan 24, 2024
SELL
$410.68 - $476.69 $246,408 - $286,014
-600 Reduced 9.44%
5,756 $2.74 Billion
Q1 2023

May 03, 2023
BUY
$379.5 - $416.78 $53,130 - $58,349
140 Added 2.25%
6,356 $2.6 Billion
Q4 2022

Feb 06, 2023
BUY
$357.63 - $407.42 $2.22 Million - $2.53 Million
6,216 New
6,216 $2.38 Billion

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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