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

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

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 20,656 shares of SPTI stock, worth $578,574. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,656
Previous 21,324 3.13%
Holding current value
$578,574
Previous $619,000 7.11%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
363
Shares Held
224M
Call Options Held
0
Put Options Held
800
View Full List

About SPDR SER TR SPDR PORTFOLIO INT

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