Fortis Group Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 9,934 shares of SPYV stock, worth $502,759. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,934

Previous 9,297 6.85%

Holding current value

$502,759

Previous $491 Million 3.37%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$51.09 - $55.27 $32,544 - $35,206	637 Added 6.85%	9,934 $508 Million
Q3 2024 Oct 21, 2024	SELL	$48.51 - $52.86 $124,622 - $135,797	-2,569 Reduced 21.65%	9,297 $491 Million
Q2 2024 Jul 30, 2024	BUY	$47.37 - $50.09 $31,216 - $33,009	659 Added 5.88%	11,866 $578 Million
Q1 2024 Apr 30, 2024	BUY	$45.88 - $50.1 $31,565 - $34,468	688 Added 6.54%	11,207 $561 Million
Q3 2023 Dec 01, 2023	SELL	$41.15 - $44.69 $658 - $715	-16 Reduced 0.15%	10,519 $428 Million
Q2 2023 Jul 18, 2023	BUY	$40.17 - $43.27 $1,124 - $1,211	28 Added 0.27%	10,535 $455 Million
Q1 2023 May 26, 2023	BUY	$38.68 - $42.77 $406,410 - $449,384	10,507 New	10,507 $435 Million

Others Institutions Holding SPYV

# of Institutions

1,086

Shares Held

438M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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 Portfolio S&P 500 Value E Transaction History