Heron Financial Group, LLC Spdr S&P 500 ETF Trust Transaction History

Heron Financial Group, LLC

  • $185 Million
  • Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heron Financial Group, LLC holds 945 shares of SPY stock, worth $562,284. This represents 0.23% of its overall portfolio holdings.

Number of Shares
945
Previous 940 0.53%
Holding current value
$562,284
Previous $384,000 8.85%
% of portfolio
0.23%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
BUY
$404.36 - $443.28 $2,021 - $2,216
5 Added 0.53%
945 $418,000
Q4 2022

Feb 14, 2023
SELL
$357.63 - $407.42 $56,505 - $64,372
-158 Reduced 14.39%
940 $359,000
Q3 2022

Oct 27, 2022
SELL
$357.18 - $429.7 $7,857 - $9,453
-22 Reduced 1.96%
1,098 $392,000
Q2 2022

Jul 29, 2022
BUY
$365.86 - $456.8 $66,220 - $82,680
181 Added 19.28%
1,120 $423,000
Q1 2022

May 12, 2022
BUY
$416.25 - $477.71 $390,858 - $448,569
939 New
939 $424,000

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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