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 1,080 shares of SPY stock, worth $641,163. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,080
Previous 1,429 24.42%
Holding current value
$641,163
Previous $793 Million 21.81%
% of portfolio
0.2%
Previous 0.27%

Shares

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

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.