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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
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

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Forza Wealth Management's SPY Position: Q2 2026 in Review

Forza Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 6,121 shares worth $4.57M. The position accounts for 1.4% of the portfolio, ranked #19.

Forza Wealth Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,036 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Forza Wealth Management held 6,121 shares of State Street SPDR S&P 500 ETF Trust worth $4.57M as of Q2 2026.
  • Forza Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 1.4% of Forza Wealth Management's portfolio in Q2 2026, its #19 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 15 quarters since.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.