Heritage Financial Services, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Heritage Financial Services, LLC holds 12,902 shares of SPTI stock, worth $372,480. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,902
Previous 12,902 -0.0%
Holding current value
$372,480
Previous $371,000 0.27%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$27.64 - $28.58 $214,320 - $221,609
-7,754 Reduced 37.54%
12,902 $368,000
Q4 2024

Jan 23, 2025
SELL
$27.8 - $29.05 $18,570 - $19,405
-668 Reduced 3.13%
20,656 $575,000
Q2 2024

Jul 23, 2024
SELL
$27.5 - $28.16 $326,975 - $334,822
-11,890 Reduced 35.8%
21,324 $597,000
Q1 2024

May 14, 2024
SELL
$27.94 - $28.64 $1,089 - $1,116
-39 Reduced 0.12%
33,214 $935,000
Q4 2023

Feb 02, 2024
BUY
$27.05 - $28.64 $899,493 - $952,365
33,253 New
33,253 $949,000

Others Institutions Holding SPTI

# of Institutions
410
Shares Held
299M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO INT

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