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Forbes J M & Co LLP

SEC CIK
0001067532
Latest filing
Jul 20, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Forbes J M & Co LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
1,138
Value
$849.8K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of SPY by Forbes J M & Co LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,138$849.8K0.1%00.0%UnchangedHolders
Q1 20261,138$740.1K0.1%+304+36.5%AddedHolders
Q4 2025834$568.7K<0.1%+18+2.2%AddedHolders
Q3 2025816$543.6K<0.1%00.0%UnchangedHolders
Q2 2025816$504.2K<0.1%00.0%UnchangedHolders
Q1 2025816$456.5K<0.1%−1,103−57.5%ReducedHolders
Q4 20241,919$1.12M0.1%+1,077+127.9%AddedHolders
Q3 2024842$483.1K<0.1%00.0%UnchangedHolders
Q2 2024842$458.2K<0.1%+842NewHolders