A detailed history of Heritage Financial Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Heritage Financial Services, LLC holds 21,324 shares of SPTI stock, worth $598,351. This represents 0.08% of its overall portfolio holdings.

Number of Shares
21,324
Previous 21,324 -0.0%
Holding current value
$598,351
Previous $597,000 3.69%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$27.5 - $28.16 $326,975 - $334,822
-11,890 Reduced 35.8%
21,324 $597,000
Q1 2024

May 14, 2024

SELL
$27.94 - $28.64 $1,089 - $1,116
-39 Reduced 0.12%
33,214 $935,000
Q4 2023

Feb 02, 2024

BUY
$27.05 - $28.64 $899,493 - $952,365
33,253 New
33,253 $949,000

Others Institutions Holding SPTI

About SPDR SER TR SPDR PORTFOLIO INT


  • Ticker SPTI
  • Sector ETFs
  • Industry ETFs
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