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D Spdr Index Shs Fds shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners investment in D Spdr Index Shs Fds

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Index Shs Fds held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Index Shs Fds by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $233k 3.7k 63.33
2024-09-30 $236k 3.6k 64.77
2024-06-30 $221k 3.6k 60.78

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Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Meta Platforms Cl A
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Heritage Wealth Partners

Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
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Mariner Wealth Advisors
Legal & General Group
Peak Financial Management
Advance Capital Management
Wealth Enhancement Advisory Services
Schaeffer Financial
Bank of America Corporation
Meitav Dash Investments
Unique Wealth
First Heartland Consultants
Trilogy Capital
Belpointe Asset Management

View all funds holding D Spdr Index Shs Fds