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 $589,109. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,656
Previous 21,324 3.13%
Holding current value
$589,109
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
376
Shares Held
227M
Call Options Held
0
Put Options Held
200
View Full List

About SPDR SER TR SPDR PORTFOLIO INT

SPTI Quotes by TradingView
  • Ticker SPTI
  • Sector ETFs
  • Industry ETFs
More about SPTI
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email