Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in SPDR S&P 500 ETF (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 8,379 | -111 | -1.3% | 1.64% | $5.7M | $681.92 |
| 2025 Q3 | UNCHANGED | 8,490 | — | 0% | 1.64% | $5.7M | $664.22 |
| 2025 Q2 | ADDED | 8,490 | +46 | +0.5% | 1.64% | $5.2M | $614.33 |
| 2025 Q1 | REDUCED | 8,444 | -45 | -0.5% | 1.58% | $4.7M | $554.56 |
As of 2025 Q4 — sorted by position size