Heritage Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 472 shares of SPY stock, worth $283,813. This represents 0.14% of its overall portfolio holdings.

Number of Shares
472
Holding current value
$283,813
% of portfolio
0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $233,715 - $258,887
472 New
472 $256,000
Q4 2022

Feb 13, 2023
BUY
$357.63 - $407.42 $1.16 Million - $1.32 Million
3,236 Added 111.51%
6,138 $2.35 Million
Q2 2022

Aug 15, 2022
SELL
$365.86 - $456.8 $206,710 - $258,092
-565 Reduced 16.3%
2,902 $1.09 Million
Q1 2022

Aug 15, 2022
BUY
$416.25 - $477.71 $660,588 - $758,125
1,587 Added 84.41%
3,467 $1.57 Million
Q3 2021

Nov 10, 2021
SELL
$424.97 - $453.19 $29,747 - $31,723
-70 Reduced 3.59%
1,880 $807,000
Q2 2021

Aug 11, 2021
SELL
$400.61 - $428.06 $136,207 - $145,540
-340 Reduced 14.85%
1,950 $835,000
Q1 2021

Jul 16, 2021
BUY
$368.79 - $397.26 $844,529 - $909,725
2,290 New
2,290 $908,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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