Heritage Wealth Advisors Spdr S&P 500 ETF Trust Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Wealth Advisors holds 96,620 shares of SPY stock, worth $50.9 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
96,620
Previous 105,030
8.01%
Holding current value
$50.9 Million
Previous $60.3 Million
6.05%
% of portfolio
2.9%
Previous 2.92%
Shares
36 transactions
Others Institutions Holding SPY
# of Institutions
5,037Shares Held
603MCall Options Held
370MPut Options Held
677M-
Jpmorgan Chase & CO New York, NY53.2MShares$28 Billion2.54% of portfolio
-
Morgan Stanley New York, NY33.3MShares$17.6 Billion1.41% of portfolio
-
Goldman Sachs Group Inc New York, NY32.3MShares$17 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC29.8MShares$15.7 Billion1.5% of portfolio
-
Capula Management LTD Grand Cayman, E918.1MShares$9.55 Billion65.46% of portfolio