Heritage Family Offices, LLP Spdr S&P 500 ETF Trust Transaction History

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024

A detailed history of Heritage Family Offices, LLP transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Family Offices, LLP holds 416 shares of SPY stock, worth $249,113. This represents 0.12% of its overall portfolio holdings.

Number of Shares
416
Previous 472 11.86%
Holding current value
$249,113
Previous $257 Million 7.08%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 16, 2024
SELL
$517.38 - $573.86 $28,973 - $32,136
-56 Reduced 11.86%
416 $239 Million
Q2 2024

Aug 01, 2024
BUY
$495.16 - $548.49 $233,715 - $258,887
472 New
472 $257 Million

Others Institutions Holding SPY

# of Institutions
4,546
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
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email