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

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 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 24,020 shares of SPDW stock, worth $956,236. This represents 0.17% of its overall portfolio holdings.

Number of Shares
24,020
Previous 24,278 1.06%
Holding current value
$956,236
Previous $829 Million 5.55%
% of portfolio
0.17%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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