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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

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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 416 573.76
2024-06-30 $257k 472 544.22

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Spdr S&p 500 Etf

Barclays
Citadel Advisors
Belvedere Trading
Susquehanna International
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
Wolverine Trading
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
Millennium Management
Lido Advisors
Capstone Investment Advisors
Twin Tree Management

View all funds holding Spdr S&p 500 Etf