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

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

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 1,063 shares of SPY stock, worth $707,607. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,063

Previous 1,070 0.65%

Holding current value

$707,607

Previous $661 Million 7.11%

% of portfolio

0.21%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$617.65 - $666.84 $4,323 - $4,667	-7 Reduced 0.65%	1,063 $708 Million
Q2 2025 Aug 14, 2025	SELL	$496.48 - $617.85 $12,908 - $16,064	-26 Reduced 2.37%	1,070 $661 Million
Q1 2025 Apr 29, 2025	BUY	$551.42 - $612.93 $551 - $612	1 Added 0.09%	1,096 $613 Million
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

5,286

Shares Held

557M

Call Options Held

343M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

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.

Account

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