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

ForthRight 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
2026 Q1	$5.43M	Sell	8,353 -26	-0.3%	-$17.7K	1.54%	15
2025 Q4	$5.71M	Sell	8,379 -111	-1%	-$75K	1.64%	14
2025 Q3	$5.66M	Hold	8,490	–	–	1.64%	14
2025 Q2	$5.25M	Buy	8,490 +46	+0.5%	+$26.3K	1.64%	15
2025 Q1	$4.72M	Sell	8,444 -45	-0.5%	-$26.4K	1.58%	13
2024 Q4	$4.98M	Sell	8,489 -97	-1%	-$57.1K	1.66%	13
2024 Q3	$4.93M	Buy	8,586 +842	+11%	+$466K	1.64%	13
2024 Q2	$4.21M	Sell	7,744 -24	-0.3%	-$12.6K	1.51%	13
2024 Q1	$4.06M	Sell	7,768 -19	-0.2%	-$9.46K	1.46%	14
2023 Q4	$3.7M	Buy	7,787 +1,048	+16%	+$467K	1.43%	15
2023 Q3	$2.88M	Buy	6,739 +19	+0.3%	+$8.45K	1.24%	17
2023 Q2	$2.98M	Buy	6,720 +20	+0.3%	+$8.39K	1.25%	16
2023 Q1	$2.74M	Sell	6,700 -20	-0.3%	-$7.98K	1.26%	17
2022 Q4	$2.57M	Buy	6,720 +5,354	+392%	+$2.06M	1.31%	16
2022 Q3	$488K	Hold	1,366	–	–	0.29%	30
2022 Q2	$515K	Buy	1,366 +5	+0.4%	+$2.05K	0.29%	29
2022 Q1	$615K	Buy	1,361 +7	+0.5%	+$3.12K	0.32%	26
2021 Q4	$643K	Hold	1,354	–	–	0.35%	26
2021 Q3	$581K	Hold	1,354	–	–	0.35%	26
2021 Q2	$580K	Hold	1,354	–	–	0.37%	24
2021 Q1	$537K	Hold	1,354	–	–	0.36%	24
2020 Q4	$506K	Buy	+1,354	New	+$480K	0.4%	21

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

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

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

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

ForthRight Wealth Management's SPY Position: Q1 2026 in Review

ForthRight Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.31% in Q1 2026, selling an estimated $17.7K and leaving 8,353 shares worth $5.43M. The position accounts for 1.54% of the portfolio, ranked #15.

ForthRight Wealth Management first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.71M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

ForthRight Wealth Management held 8,353 shares of State Street SPDR S&P 500 ETF Trust worth $5.43M as of Q1 2026.
ForthRight Wealth Management sold 26 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $17.7K.
State Street SPDR S&P 500 ETF Trust made up 1.54% of ForthRight Wealth Management's portfolio in Q1 2026, its #15 holding.
ForthRight Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
ForthRight Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.71M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.