Fortis Group Advisors, LLC Spdr Portfolio Transaction History

Fortis Group Advisors, LLC

$515 Billion
Q1 2025

A detailed history of Fortis Group Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 20 shares of SPMD stock, worth $998. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$998

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$50.21 - $57.73 $1,004 - $1,154	20 New	20 $1.02 Million

Others Institutions Holding SPMD

# of Institutions

732

Shares Held

209M

Call Options Held

2.1K

Put Options Held

Creative Planning Overland Park, KS

77M
Shares

$3.85 Billion
4.1% of portfolio
Betterment LLC New York, NY

17.9M
Shares

$896 Million
2.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$643 Million
0.3% of portfolio
Cwm, LLC

6.58M
Shares

$329 Million
1.34% of portfolio
Valmark Advisers, Inc.

6.37M
Shares

$318 Million
4.98% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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