Heritage Family Offices, LLP Spdr Portfolio S&P 500 ETF (Ma Transaction History

Heritage Family Offices, LLP

$196 Billion
Q1 2025

A detailed history of Heritage Family Offices, LLP transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heritage Family Offices, LLP holds 27,366 shares of SPLG stock, worth $1.96 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

27,366

Previous 35,982 23.95%

Holding current value

$1.96 Million

Previous $2.48 Billion 27.45%

% of portfolio

0.92%

Previous 1.24%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$64.88 - $72.1 $559,006 - $621,213	-8,616 Reduced 23.95%	27,366 $1.8 Billion
Q4 2024 Jan 14, 2025	BUY	$66.77 - $71.52 $161,249 - $172,720	2,415 Added 7.19%	35,982 $2.48 Billion
Q3 2024 Oct 16, 2024	SELL	$60.84 - $67.51 $112,128 - $124,420	-1,843 Reduced 5.2%	33,567 $2.27 Billion
Q2 2024 Aug 01, 2024	BUY	$58.24 - $64.51 $2.06 Million - $2.28 Million	35,410 New	35,410 $2.27 Billion

Others Institutions Holding SPLG

# of Institutions

1,391

Shares Held

644M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Heritage Family Offices, LLP Spdr Portfolio S&P 500 ETF (Ma Transaction History