Heritage Wealth Architects, Inc. Spdr S&P 500 ETF Trust Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 512 shares of SPY stock, worth $338,247. This represents 0.21% of its overall portfolio holdings.

Number of Shares
512
Previous 350 46.29%
Holding current value
$338,247
Previous $216 Million 57.9%
% of portfolio
0.21%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
$617.65 - $666.84 $100,059 - $108,028
162 Added 46.29%
512 $341 Million
Q2 2025

Jul 09, 2025
BUY
$496.48 - $617.85 $173,768 - $216,247
350 New
350 $216 Million

Others Institutions Holding SPY

# of Institutions
5,208
Shares Held
630M
Call Options Held
380M
Put Options Held
724M
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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