Fortis Capital Advisors, LLC Spdr Portfolio Transaction History

Fortis Capital Advisors, LLC

$238 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$49.47 - $55.07 $643 - $715	13 New	13 $659,000

Others Institutions Holding SPYG

# of Institutions

996

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.3 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.78 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.05 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$648 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$611 Million
12.32% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
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