Fortis Group Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 26, 2023	SELL	$36.04 - $42.08 $443,436 - $517,752	-12,304 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$25.57 - $29.57 $314,613 - $363,829	12,304 New	12,304 $336,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

22.2M
Shares

$1.05 Billion
2.07% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$917 Million
0.41% of portfolio
Betterment LLC New York, NY

15.5M
Shares

$728 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

6.15M
Shares

$289 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.59M
Shares

$263 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

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.