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

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 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 1,080 shares of SPY stock, worth $635,277. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,080
Previous 1,429 24.42%
Holding current value
$635,277
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

# of Institutions
4,554
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email