Heartwood Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,947 shares of SPY stock, worth $1.96 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,947
Previous 2,306 27.8%
Holding current value
$1.96 Million
Previous $1.54 Million 27.67%
% of portfolio
0.19%
Previous 0.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$653.02 - $687.39 $418,585 - $440,616
641 Added 27.8%
2,947 $1.96 Million
Q2 2025

Jul 08, 2025
BUY
$496.48 - $617.85 $115,183 - $143,341
232 Added 11.19%
2,306 $1.42 Million
Q1 2025

Apr 21, 2025
SELL
$551.42 - $612.93 $17,645 - $19,613
-32 Reduced 1.52%
2,074 $1.16 Million
Q4 2024

Jan 10, 2025
BUY
$567.81 - $607.81 $21,576 - $23,096
38 Added 1.84%
2,106 $1.23 Million
Q1 2024

Apr 02, 2024
SELL
$467.28 - $523.17 $5,140 - $5,754
-11 Reduced 0.53%
2,068 $1.08 Million
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $9,034 - $10,487
22 Added 1.07%
2,079 $988,000
Q3 2023

Oct 17, 2023
BUY
$425.88 - $457.79 $2,981 - $3,204
7 Added 0.34%
2,057 $879,000
Q2 2023

Jul 19, 2023
SELL
$404.36 - $443.28 $102,707 - $112,593
-254 Reduced 11.02%
2,050 $908,000
Q1 2023

Apr 14, 2023
BUY
$379.5 - $416.78 $192,027 - $210,890
506 Added 28.14%
2,304 $943,000
Q3 2022

Oct 25, 2022
SELL
$357.18 - $429.7 $233,952 - $281,453
-655 Reduced 26.7%
1,798 $642,000
Q2 2022

Jul 25, 2022
SELL
$365.86 - $456.8 $2,561 - $3,197
-7 Reduced 0.28%
2,453 $925,000
Q1 2022

Apr 26, 2022
BUY
$416.25 - $477.71 $582,333 - $668,316
1,399 Added 131.86%
2,460 $1.11 Million
Q3 2021

Oct 12, 2021
SELL
$424.97 - $453.19 $5,099 - $5,438
-12 Reduced 1.12%
1,061 $455,000
Q2 2021

Jul 21, 2021
SELL
$400.61 - $428.06 $2,003 - $2,140
-5 Reduced 0.46%
1,073 $459,000
Q4 2020

Jan 26, 2021
SELL
$326.54 - $373.88 $7,510 - $8,599
-23 Reduced 2.09%
1,078 $403,000
Q1 2020

May 04, 2020
BUY
$222.95 - $338.34 $82,937 - $125,862
372 Added 51.03%
1,101 $284,000
Q4 2019

Jan 31, 2020
BUY
$288.06 - $322.94 $209,995 - $235,423
729 New
729 $235,000

Others Institutions Holding SPY

# of Institutions
5,316
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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