Forum Private Client Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Forum Private Client Group’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	$500K	Buy	669 +35	+6%	+$25.4K	0.15%	53
2026 Q1	$412K	Hold	634	–	–	0.14%	51
2025 Q4	$432K	Sell	634 -44	-6%	-$29.7K	0.15%	50
2025 Q3	$452K	Hold	678	–	–	0.16%	51
2025 Q2	$419K	Sell	678 -8	-1%	-$4.57K	0.16%	52
2025 Q1	$384K	Sell	686 -130	-16%	-$76.4K	0.17%	53
2024 Q4	$478K	Buy	816 +37	+5%	+$21.8K	0.21%	46
2024 Q3	$447K	Sell	779 -4	-0.5%	-$2.21K	0.2%	49
2024 Q2	$426K	Sell	783 -121	-13%	-$63.3K	0.2%	47
2024 Q1	$473K	Sell	904 -6	-0.7%	-$2.99K	0.23%	45
2023 Q4	$432K	Buy	+910	New	+$405K	0.23%	48
2023 Q3	–	Sell	-945	Closed	-$419K	–	55
2023 Q2	$419K	Hold	945	–	–	0.24%	48
2023 Q1	$387K	Sell	945 -249	-21%	-$99.3K	0.24%	51
2022 Q4	$457K	Buy	1,194 +250	+26%	+$96.1K	0.32%	45
2022 Q3	$337K	Sell	944 -51	-5%	-$20.3K	0.25%	49
2022 Q2	$375K	Buy	995 +547	+122%	+$224K	0.27%	48
2022 Q1	$202K	Buy	+448	New	+$199K	0.16%	62

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forum Private Client Group's SPY Position: Q2 2026 in Review

Forum Private Client Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.5% in Q2 2026, buying an estimated $25.4K and bringing the position to 669 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #53.

Forum Private Client Group first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Forum Private Client Group held 669 shares of State Street SPDR S&P 500 ETF Trust worth $500K as of Q2 2026.
Forum Private Client Group bought 35 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $25.4K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Forum Private Client Group's portfolio in Q2 2026, its #53 holding.
Forum Private Client Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.