Heritage Wealth Management, Inc. /Ca/ Spdr Portfolio Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Portfolio stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 4,417 shares of SPYG stock, worth $361,663. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,417
Previous 4,417 -0.0%
Holding current value
$361,663
Previous $323 Million 9.54%
% of portfolio
0.26%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$63.12 - $73.73 $17,168 - $20,054
-272 Reduced 5.8%
4,417 $323 Million
Q4 2023

Feb 14, 2024
BUY
$57.02 - $65.3 $267,366 - $306,191
4,689 New
4,689 $305 Million

Others Institutions Holding SPYG

# of Institutions
1,082
Shares Held
293M
Call Options Held
461K
Put Options Held
39.8K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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