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

Forza 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 Q3	$4.65M	Sell	6,101 -20	-0.3%	-$15.2K	1.35%	18
2026 Q2	$4.57M	Hold	6,121	–	–	1.4%	19
2026 Q1	$3.98M	Sell	6,121 -47	-0.8%	-$32K	1.38%	21
2025 Q4	$4.21M	Sell	6,168 -61	-1%	-$41.2K	1.52%	20
2025 Q3	$4.15M	Buy	6,229 +61	+1%	+$39.1K	1.59%	18
2025 Q2	$3.81M	Hold	6,168	–	–	1.56%	19
2025 Q1	$3.45M	Hold	6,168	–	–	1.55%	17
2024 Q4	$3.61M	Hold	6,168	–	–	1.65%	15
2024 Q3	$3.54M	Buy	6,168 +412	+7%	+$228K	1.62%	12
2024 Q2	$3.13M	Hold	5,756	–	–	1.62%	13
2024 Q1	$3.01M	Hold	5,756	–	–	1.57%	14
2023 Q4	$2.74M	Sell	5,756 -600	-9%	-$267K	1.51%	17
2023 Q3	$2.72M	Hold	6,356	–	–	1.4%	19
2023 Q2	$2.82M	Hold	6,356	–	–	1.42%	19
2023 Q1	$2.6M	Buy	6,356 +140	+2%	+$55.9K	1.34%	19
2022 Q4	$2.38M	Buy	+6,216	New	+$2.39M	1.58%	18

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Forza Wealth Management's SPY Position: Q3 2026 in Review

Forza Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q3 2026, selling an estimated $15.2K and leaving 6,101 shares worth $4.65M. The position accounts for 1.35% of the portfolio, ranked #18.

Forza Wealth Management first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Forza Wealth Management held 6,101 shares of State Street SPDR S&P 500 ETF Trust worth $4.65M as of Q3 2026.
Forza Wealth Management sold 20 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 1.35% of Forza Wealth Management's portfolio in Q3 2026, its #18 holding.
Forza Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.