Forthright Family Wealth Advisory’s 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
2025 Q3	–	Sell
2025 Q2	$2.55M	Buy
2025 Q1	$2.3M	Hold
2024 Q4	$2.41M	Hold
2024 Q3	$2.49M	Buy
2024 Q2	$1.99M	Hold
2024 Q1	$1.91M	Buy