J.M. Forbes & Co’s SPDR S&P 500 ETF Trust SPY Stock Holding History

J.M. Forbes & Co’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	$544K	Hold
2025 Q2	$504K	Hold
2025 Q1	$456K	Sell
2024 Q4	$1.12M	Buy
2024 Q3	$483K	Hold
2024 Q2	$458K	Buy