Heritage Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Heritage Wealth Partners, LLC

  • $69 Billion
  • Q2 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 831 shares of SPY stock, worth $472,631. This represents 0.65% of its overall portfolio holdings.

Number of Shares
831
Previous 1,438 42.21%
Holding current value
$472,631
Previous $684 Million 33.87%
% of portfolio
0.65%
Previous 1.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
SELL
$495.16 - $548.49 $300,562 - $332,933
-607 Reduced 42.21%
831 $452 Million
Q4 2023

Jan 19, 2024
SELL
$410.68 - $476.69 $4,928 - $5,720
-12 Reduced 0.83%
1,438 $684 Million
Q3 2023

Oct 18, 2023
SELL
$425.88 - $457.79 $59,197 - $63,632
-139 Reduced 8.75%
1,450 $620 Million
Q2 2023

Aug 11, 2023
BUY
$404.36 - $443.28 $642,528 - $704,371
1,589 New
1,589 $704 Million
Q4 2022

Feb 10, 2023
BUY
$357.63 - $407.42 $610,116 - $695,058
1,706 New
1,706 $673 Million

Others Institutions Holding SPY

# of Institutions
4,433
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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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