Forum Financial Management, LP's ownership history for SPY

Forum Financial Management, LP currently holds 16.6K shares with a market value of $11.0M. It started holding SPY on 2024-09-30. At its peak, it held 16.7K shares on 2025-06-30. Its highest holding value was $11.0M on 2025-09-30. At its lowest, it held 15.7K shares on 2024-09-30, with a value of $9.0M on 2024-09-30. In the recent 180 days, Forum Financial Management, LP has increased its shares by 212. In the recent year, Forum Financial Management, LP has increased its shares by 904.