Forthright Family Wealth Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Forthright Family Wealth Advisory’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
2026 Q2	–	Sell	-3,655	Closed	-$1.91M	–	81
2026 Q1	$1.91M	Buy	+3,655	New	+$2.49M	1.28%	21
2025 Q3	–	Sell	-4,130	Closed	-$2.55M	–	59
2025 Q2	$2.55M	Buy	4,130 +26	+0.6%	+$14.9K	1.62%	16
2025 Q1	$2.3M	Hold	4,104	–	–	1.52%	17
2024 Q4	$2.41M	Hold	4,104	–	–	1.56%	18
2024 Q3	$2.49M	Buy	4,104 +449	+12%	+$248K	1.6%	18
2024 Q2	$1.99M	Hold	3,655	–	–	1.28%	21
2024 Q1	$1.91M	Buy	+3,655	New	+$1.82M	1.28%	21

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Forthright Family Wealth Advisory's SPY Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 3,655 shares — an estimated $1.91M sold.

Forthright Family Wealth Advisory first reported a position in SPY in Q1 2024 and held it in 7 quarters. The position peaked at $2.55M in Q2 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 3,655 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.91M.
Forthright Family Wealth Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and held it in 7 quarters.
Forthright Family Wealth Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $2.55M in Q2 2025.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.