Spdr S&p 500 Etf shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.3k | 666.28 |
| 2025-06-30 | $1.4M | 2.3k | 617.94 |
| 2025-03-31 | $1.2M | 2.1k | 559.48 |
| 2024-12-31 | $1.2M | 2.1k | 586.17 |
| 2024-09-30 | $1.2M | 2.1k | 573.85 |
| 2024-06-30 | $1.1M | 2.1k | 544.31 |
| 2024-03-31 | $1.1M | 2.1k | 523.15 |
| 2023-12-31 | $988k | 2.1k | 475.39 |
| 2023-09-30 | $880k | 2.1k | 427.55 |
| 2023-06-30 | $909k | 2.1k | 443.35 |
| 2023-03-31 | $943k | 2.3k | 409.45 |
| 2022-12-31 | $688k | 1.8k | 382.50 |
| 2022-09-30 | $642k | 1.8k | 357.06 |
| 2022-06-30 | $925k | 2.5k | 377.09 |
| 2022-03-31 | $1.1M | 2.5k | 451.63 |
| 2021-12-31 | $504k | 1.1k | 475.02 |
| 2021-09-30 | $455k | 1.1k | 428.84 |
| 2021-06-30 | $1.1M | 2.5k | 427.77 |
| 2021-03-31 | $427k | 1.1k | 396.10 |
| 2020-12-31 | $403k | 1.1k | 373.84 |
| 2020-09-30 | $369k | 1.1k | 335.15 |
| 2020-06-30 | $340k | 1.1k | 308.81 |
| 2020-03-31 | $284k | 1.1k | 257.95 |
| 2019-12-31 | $235k | 729 | 322.36 |