Spdr S&p 500 Etf shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 24k | 666.18 |
| 2025-06-30 | $15M | 24k | 617.85 |
| 2025-03-31 | $8.5M | 15k | 559.39 |
| 2024-12-31 | $9.3M | 16k | 586.08 |
| 2024-09-30 | $8.2M | 14k | 573.76 |
| 2024-06-30 | $16M | 29k | 544.22 |
| 2024-03-31 | $15M | 29k | 523.07 |
| 2023-12-31 | $4.2M | 10k | 409.30 |
| 2023-09-30 | $2.5M | 6.0k | 409.30 |
| 2023-06-30 | $6.7M | 15k | 443.27 |
| 2023-03-31 | $1.0M | 2.5k | 415.86 |
| 2020-09-30 | $2.6M | 7.8k | 334.77 |