Forefront Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Forefront Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$578K	Buy	+848	New	+$573K	0.41%	41
2023 Q1	–	Sell	-661	Closed	-$253K	–	47
2022 Q4	$253K	Buy	+661	New	+$254K	0.34%	39

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Forefront Wealth Management's SPY Position: Q4 2025 in Review

Forefront Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025: 848 shares worth $578K. The stake represents 0.41% of the portfolio and ranks #41 among its holdings. This is a return to the name: Forefront Wealth Management previously reported a position in SPY as recently as Q4 2022.

Forefront Wealth Management first reported a position in SPY in Q4 2022 and has held it in 2 quarters since. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Forefront Wealth Management held 848 shares of State Street SPDR S&P 500 ETF Trust worth $578K as of Q4 2025.
State Street SPDR S&P 500 ETF Trust was a new Forefront Wealth Management position in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.41% of Forefront Wealth Management's portfolio in Q4 2025, its #41 holding.
Forefront Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 2 quarters since.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.