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Spdr S&p 500 Etf shares owned by Fortis Advisors

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

Historical chart of Fortis Advisors investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Fortis Advisors 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $23k 55 424.09
2023-06-30 $24k 54 446.30
2023-03-31 $22k 54 410.70
2022-12-31 $21k 54 381.96
2022-09-30 $19k 54 351.85
2022-06-30 $20k 54 370.37
2022-03-31 $24k 53 452.83
2021-12-31 $62k 130 476.92
2021-09-30 $3.6M 3.5M 1.02
2021-06-30 $3.6M 3.6M 1.02
2021-03-31 $1.1M 2.9k 394.74
2020-12-31 $142k 379 374.67
2020-09-30 $127k 379 335.09
2020-06-30 $127k 413 307.51
2020-03-31 $3.9M 15k 257.78
2019-12-31 $4.5M 14k 321.88
2019-09-30 $4.2M 14k 296.75
2019-06-30 $2.4M 8.1k 292.96
2019-03-31 $2.3M 8.3k 282.49
2018-12-31 $978k 3.9k 249.94
2018-09-30 $908k 3.1k 290.56
2018-06-30 $846k 3.1k 271.41
2018-03-31 $1.8M 6.7k 263.08
2017-12-31 $1.1M 4.2k 266.96
2017-09-30 $1.3M 5.0k 251.15
2017-06-30 $1.2M 5.1k 241.88
2017-03-31 $969k 4.1k 235.71
2016-12-31 $901k 4.0k 223.52