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Spdr S&p 500 Etf shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 2.9k 475.27
2023-09-30 $991k 2.3k 427.46
2023-06-30 $943k 2.1k 443.25
2023-03-31 $1.0M 2.4k 409.37
2022-12-31 $697k 1.8k 382.40
2022-09-30 $618k 1.7k 357.02
2022-06-30 $679k 1.8k 377.01
2022-03-31 $808k 1.8k 451.65
2021-12-31 $729k 1.5k 475.23

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
UBS Group
Wolverine Trading
Wells Fargo & Company
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf