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 $248,847. This represents 0.12% of its overall portfolio holdings.

Number of Shares
416
Previous 472 11.86%
Holding current value
$248,847
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
4,508
Shares Held
582M
Call Options Held
273M
Put Options Held
393M
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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