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 $3.67 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
6,168
Previous 5,756 7.16%
Holding current value
$3.67 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
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email