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Spdr S&p 500 Etf shares owned by Fortress Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fortress Wealth Management from 13F filings

Historical chart of Fortress Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Fortress Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $857k 1.6k 523.11
2023-12-31 $699k 1.5k 475.35
2023-09-30 $626k 1.5k 427.58
2023-06-30 $648k 1.5k 443.23
2023-03-31 $596k 1.5k 409.47
2022-12-31 $555k 1.5k 382.37
2022-09-30 $516k 1.4k 356.85
2022-06-30 $544k 1.4k 377.52
2022-03-31 $917k 2.0k 451.50
2021-12-31 $706k 1.5k 474.78