Fortis Group 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
Q2
$15.2M Buy
2025
Q1
$8.54M Sell
2024
Q4
$9.27M Buy
2024
Q3
$8.24M Sell
2024
Q2
$15.5M Sell
2024
Q1
$15M Buy
2023
Q4
$4.8M Buy
2023
Q3
$2.55M Sell
2023
Q2
$6.66M Buy
2023
Q1
$1.03M Buy
2020
Q3
$2.63M Buy