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
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Fortis Group Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |