Heritage Wealth Management, Inc. /Ca/ Spdr Portfolio S&P 500 Value E Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 4,326 shares of SPYV stock, worth $226,682. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,326

Previous 6,178 29.98%

Holding current value

$226,682

Previous $327 Million 32.26%

% of portfolio

0.16%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$51.09 - $55.27 $94,618 - $102,360	-1,852 Reduced 29.98%	4,326 $221 Million
Q3 2024 Oct 18, 2024	SELL	$48.51 - $52.86 $11,205 - $12,210	-231 Reduced 3.6%	6,178 $327 Million
Q1 2024 May 06, 2024	SELL	$45.88 - $50.1 $10,093 - $11,022	-220 Reduced 3.32%	6,409 $321 Million
Q4 2023 Feb 14, 2024	BUY	$39.63 - $46.73 $262,707 - $309,773	6,629 New	6,629 $309 Million

Others Institutions Holding SPYV

# of Institutions

1,079

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

Heritage Wealth Management, Inc. /Ca/ Spdr Portfolio S&P 500 Value E Transaction History