Spdr S&p 500 Etf shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 13k | 687.40 |
| 2025-06-30 | $8.2M | 13k | 631.16 |
| 2025-03-31 | $7.5M | 14k | 554.32 |
| 2024-12-31 | $8.1M | 14k | 597.75 |
| 2024-09-30 | $7.9M | 14k | 580.83 |
| 2024-06-30 | $7.9M | 14k | 553.80 |
| 2024-03-31 | $7.4M | 14k | 520.18 |
| 2023-12-31 | $7.1M | 15k | 474.59 |
| 2023-09-30 | $6.3M | 15k | 421.58 |
| 2023-06-30 | $6.7M | 15k | 450.70 |
| 2023-03-31 | $6.1M | 15k | 409.38 |
| 2022-12-31 | $5.8M | 15k | 382.44 |
| 2022-09-30 | $5.6M | 16k | 357.16 |
| 2022-06-30 | $5.8M | 16k | 377.22 |
| 2022-03-31 | $6.7M | 15k | 451.68 |
| 2021-12-31 | $6.8M | 15k | 457.51 |
| 2021-09-30 | $6.4M | 15k | 429.15 |
| 2021-06-30 | $6.5M | 15k | 428.02 |