Fortis Group Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fortis Group Advisors, LLC

$551 Billion
Q2 2025

A detailed history of Fortis Group Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 22,661 shares of SPDW stock, worth $981,221. This represents 0.16% of its overall portfolio holdings.

Number of Shares

22,661

Previous 24,020 5.66%

Holding current value

$981,221

Previous $875 Million 3.46%

% of portfolio

0.16%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$32.66 - $40.75 $44,384 - $55,379	-1,359 Reduced 5.66%	22,661 $905 Million
Q1 2025 May 02, 2025	SELL	$33.84 - $37.77 $8,730 - $9,744	-258 Reduced 1.06%	24,020 $875 Million
Q4 2024 Jan 31, 2025	BUY	$34.13 - $37.35 $815,741 - $892,702	23,901 Added 6339.79%	24,278 $829 Million
Q1 2024 Apr 30, 2024	SELL	$32.85 - $35.9 $12,384 - $13,534	-377 Reduced 50.0%	377 $13.5 Million
Q4 2023 Mar 04, 2024	BUY	$29.46 - $34.07 $11,106 - $12,844	377 Added 100.0%	754 $25.6 Million
Q3 2023 Dec 01, 2023	BUY	$30.88 - $33.58 $11,641 - $12,659	377 New	377 $11.7 Million
Q1 2023 May 26, 2023	SELL	$29.83 - $32.71 $713,115 - $781,965	-23,906 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$27.73 - $30.19 $662,913 - $721,722	23,906 New	23,906 $699,000

Others Institutions Holding SPDW

# of Institutions

1,145

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Account

Fortis Group Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History