Fortis Capital Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Fortis Capital Advisors, LLC
- $631 Billion
- Q3 2025
A detailed history of Fortis Capital Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 98,332 shares of SPYV stock, worth $5.52 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
98,332
Previous 95,318
3.16%
Holding current value
$5.52 Million
Previous $4.99 Billion
9.06%
% of portfolio
0.86%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,185Shares Held
476MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio