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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Forza Wealth Management, LLC, 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)
6,121
Value
$4.57M
% of portfolio
1.4%
Quarters held
15
Since Q4 2022
Holdings of SPY by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,121$4.57M1.4%00.0%UnchangedHolders
Q1 20266,121$3.98M1.4%−47−0.8%ReducedHolders
Q4 20256,168$4.21M1.5%−61−1.0%ReducedHolders
Q3 20256,229$4.15M1.6%+61+1.0%AddedHolders
Q2 20256,168$3.81M1.6%00.0%UnchangedHolders
Q1 20256,168$3.45M1.6%00.0%UnchangedHolders
Q4 20246,168$3.61M1.6%00.0%UnchangedHolders
Q3 20246,168$3.54M1.6%+412+7.2%AddedHolders
Q2 20245,756$3.13M1.6%00.0%UnchangedHolders
Q1 20245,756$3.01M1.6%00.0%UnchangedHolders
Q4 20235,756$2.74M1.5%−600−9.4%ReducedHolders
Q3 20236,356$2.72M1.4%00.0%UnchangedHolders
Q2 20236,356$2.82M1.4%00.0%UnchangedHolders
Q1 20236,356$2.60M1.3%+140+2.3%AddedHolders
Q4 20226,216$2.38M1.6%–No prior filingHolders