Spdr S&p 500 Etf shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $51M | 106k | 475.31 |
| 2023-09-30 | $45M | 106k | 427.48 |
| 2023-06-30 | $54M | 121k | 443.28 |
| 2023-03-31 | $50M | 123k | 409.39 |
| 2022-12-31 | $47M | 123k | 382.43 |
| 2022-09-30 | $44M | 123k | 357.18 |
| 2022-06-30 | $44M | 118k | 377.25 |
| 2022-03-31 | $57M | 126k | 451.64 |
| 2021-12-31 | $8.4M | 18k | 474.96 |
| 2021-09-30 | $7.9M | 18k | 429.14 |
| 2021-06-30 | $7.9M | 18k | 428.06 |
| 2021-03-31 | $7.1M | 18k | 396.33 |
| 2020-12-31 | $7.4M | 20k | 373.87 |
| 2020-09-30 | $5.0M | 15k | 334.89 |
| 2020-06-30 | $4.6M | 150 | 30746.67 |
| 2020-03-31 | $3.9M | 15k | 257.75 |
| 2019-12-31 | $4.7M | 15k | 321.86 |
| 2019-09-30 | $4.8M | 16k | 296.76 |
| 2019-06-30 | $4.2M | 14k | 292.99 |
| 2019-03-31 | $4.1M | 14k | 282.48 |
| 2018-12-31 | $3.6M | 15k | 249.88 |
| 2018-09-30 | $4.5M | 16k | 290.71 |
| 2018-06-30 | $4.8M | 18k | 271.53 |
| 2018-03-31 | $4.6M | 18k | 263.12 |
| 2017-12-31 | $4.7M | 18k | 267.03 |
| 2017-09-30 | $4.3M | 17k | 251.18 |
| 2017-06-30 | $4.1M | 17k | 241.83 |
| 2017-03-31 | $4.0M | 17k | 235.71 |
| 2016-12-31 | $2.9M | 13k | 223.58 |
| 2016-09-30 | $2.7M | 13k | 216.34 |
| 2016-06-30 | $2.6M | 13k | 209.49 |
| 2016-03-31 | $1.9M | 9.2k | 205.39 |
| 2015-12-31 | $1.8M | 9.0k | 203.77 |
| 2015-09-30 | $1.7M | 9.0k | 191.84 |
| 2015-06-30 | $1.9M | 9.0k | 205.94 |
| 2015-03-31 | $613k | 3.0k | 206.75 |
| 2014-12-31 | $574k | 2.8k | 205.37 |