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 $523,124. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,934

Previous 9,297 6.85%

Holding current value

$523,124

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

1,078

Shares Held

437M

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

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