Ownership history in Forum Private Client Group LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Forum Private Client Group LLC reported a position in SPDR SER TR (SPIB). 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 | ADDED | 203,393 | +20,504 | +11.2% | 2.34% | $6.9M | $33.57 |
| 2025 Q3 | ADDED | 182,889 | +19,104 | +11.7% | 2.21% | $6.2M | $33.16 |
| 2025 Q2 | ADDED | 163,785 | +32,807 | +25.0% | 2.12% | $5.5M | $32.49 |
| 2025 Q1 | ADDED | 130,978 | +6,669 | +5.4% | 1.89% | $4.4M | $31.80 |
| 2024 Q4 | ADDED | 124,309 | +5,210 | +4.4% | 1.81% | $4.1M | $31.11 |
| 2024 Q3 | ADDED | 119,099 | +7,855 | +7.1% | 1.78% | $4.0M | $31.54 |
| 2024 Q2 | ADDED | 111,244 | +9,195 | +9.0% | 1.72% | $3.6M | $30.13 |
| 2024 Q1 | ADDED | 102,049 | +10,273 | +11.2% | 1.61% | $3.3M | $29.91 |
| 2023 Q4 | ADDED | 91,776 | +3,989 | +4.5% | 1.57% | $3.0M | $29.83 |
| 2023 Q2 | ADDED | 87,787 | +7,741 | +9.7% | 1.61% | $2.8M | $28.48 |
As of 2025 Q4 — sorted by position size