Fortis Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $468K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $22.2K | Hold |
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|
2022
Q4 | $20.6K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $56K | Sell |
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|
2021
Q2 | $3.61M | Buy |
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|
2021
Q1 | $150K | Buy |
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|
2020
Q4 | $142K | Hold |
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|
2020
Q3 | $127K | Sell |
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|
2020
Q2 | $127K | Sell |
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|
2020
Q1 | $3.92M | Buy |
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|
2019
Q4 | $4.5M | Sell |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $2.38M | Sell |
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|
2019
Q1 | $2.34M | Buy |
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|
2018
Q4 | $978K | Buy |
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|
2018
Q3 | $908K | Buy |
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|
2018
Q2 | $846K | Sell |
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|
2018
Q1 | $1.75M | Buy |
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|
2017
Q4 | $1.11M | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $969K | Buy |
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|
2016
Q4 | $901K | Buy |
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