Heritage Wealth Management, Inc. /Ca/ Spdr S&P 500 ETF Trust Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,135 shares of SPY stock, worth $685,869. This represents 0.46% of its overall portfolio holdings.

Number of Shares
1,135
Previous 1,183 4.06%
Holding current value
$685,869
Previous $644 Million 1.15%
% of portfolio
0.46%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$517.38 - $573.86 $24,834 - $27,545
-48 Reduced 4.06%
1,135 $651 Million
Q2 2024

Jul 25, 2024
BUY
$495.16 - $548.49 $56,448 - $62,527
114 Added 10.66%
1,183 $644 Million
Q1 2024

May 06, 2024
BUY
$467.28 - $523.17 $2,803 - $3,139
6 Added 0.56%
1,069 $559 Million
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $436,552 - $506,721
1,063 New
1,063 $505 Million

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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