Heritage Wealth Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 10,021 shares of SPLG stock, worth $714,898. This represents 0.87% of its overall portfolio holdings.

Number of Shares
10,021
Previous 8,267 21.22%
Holding current value
$714,898
Previous $558 Million 23.79%
% of portfolio
0.87%
Previous 0.66%

Shares

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

Jan 13, 2025
BUY
$66.77 - $71.52 $117,114 - $125,446
1,754 Added 21.22%
10,021 $691 Million
Q3 2024

Oct 08, 2024
BUY
$60.84 - $67.51 $95,032 - $105,450
1,562 Added 23.3%
8,267 $558 Million
Q2 2024

Jul 05, 2024
BUY
$58.24 - $64.51 $390,499 - $432,539
6,705 New
6,705 $429 Million

Others Institutions Holding SPLG

# of Institutions
1,170
Shares Held
480M
Call Options Held
264K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

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