Fortis Capital Advisors, LLC SPY Holdings History
Fortis Capital Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Fortis Capital Advisors, LLC held 48,799.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $30.15 Mil. This investment constitutes 5.39% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Fortis Capital Advisors, LLC has made 5 purchases of SPY, at an average price of $447.70, for a total of 87,178.00 shares. In addition, there have been 5 sales at an average price of $568.99 for 38,379.00 shares. Based on historical transaction data and SPY's current price of $628.86, Fortis Capital Advisors, LLC's estimated gain on his SPY holdings is $13.50 Mil, reflecting a 34.58% gain to date.
Fortis Capital Advisors, LLC SPY ($628.86) Holding Chart
Fortis Capital Advisors, LLC SPY ($628.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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