Spdr S&p 500 Etf shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices 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 Family Offices consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 436 | 666.18 |
| 2025-06-30 | $231k | 416 | 555.66 |
| 2025-03-31 | $233k | 416 | 559.39 |
| 2024-12-31 | $244k | 416 | 586.08 |
| 2024-09-30 | $239k | 416 | 573.76 |
| 2024-06-30 | $257k | 472 | 544.22 |