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

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,095 shares of SPY stock, worth $663,920. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,095
Previous 1,080 1.39%
Holding current value
$663,920
Previous $620 Million 3.56%
% of portfolio
0.21%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$567.81 - $607.81 $8,517 - $9,117
15 Added 1.39%
1,095 $642 Million
Q3 2024

Oct 31, 2024
SELL
$517.38 - $573.86 $180,565 - $200,277
-349 Reduced 24.42%
1,080 $620 Million
Q2 2024

Sep 09, 2024
BUY
$495.16 - $548.49 $707,583 - $783,792
1,429 New
1,429 $793 Million

Others Institutions Holding SPY

# of Institutions
4,727
Shares Held
584M
Call Options Held
289M
Put Options Held
680M
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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