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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.9k | 666.04 |
| 2025-06-30 | $997k | 1.6k | 617.96 |
| 2025-03-31 | $912k | 1.6k | 559.48 |
| 2024-12-31 | $968k | 1.7k | 586.12 |
| 2024-09-30 | $945k | 1.6k | 573.83 |
| 2024-06-30 | $894k | 1.6k | 544.26 |
| 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 |
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