FGA
Fortis Group Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
24,181
+8,916
| +58% | +$5.62M | 2.77% | 6 |
|
|
2025
Q1 | $8.54M | Sell |
15,265
-548
| -3% | -$307K | 1.66% | 10 |
|
|
2024
Q4 | $9.27M | Buy |
15,813
+1,460
| +10% | +$856K | 1.73% | 13 |
|
|
2024
Q3 | $8.24M | Sell |
14,353
-14,163
| -50% | -$8.13M | 1.52% | 18 |
|
|
2024
Q2 | $15.5M | Sell |
28,516
-202
| -0.7% | -$110K | 3.08% | 4 |
|
|
2024
Q1 | $15M | Buy |
28,718
+18,379
| +178% | +$9.61M | 2.77% | 5 |
|
|
2023
Q4 | $4.8M | Buy |
10,339
+4,298
| +71% | +$2M | 1.19% | 14 |
|
|
2023
Q3 | $2.55M | Sell |
6,041
-8,991
| -60% | -$3.8M | 0.78% | 24 |
|
|
2023
Q2 | $6.66M | Buy |
15,032
+12,551
| +506% | +$5.56M | 1.77% | 13 |
|
|
2023
Q1 | $1.03M | Buy |
+2,481
| New | +$1.03M | 0.31% | 45 |
|
|
2020
Q3 | $2.63M | Buy |
+7,843
| New | +$2.63M | 0.51% | 27 |
|