Spdr S&p 500 Etf shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 2.6k | 586.13 |
| 2024-09-30 | $1.5M | 2.6k | 573.81 |
| 2024-06-30 | $1.5M | 2.7k | 544.26 |
| 2024-03-31 | $1.5M | 2.8k | 523.11 |
| 2023-12-31 | $1.4M | 2.9k | 475.27 |
| 2023-09-30 | $991k | 2.3k | 427.46 |
| 2023-06-30 | $943k | 2.1k | 443.25 |
| 2023-03-31 | $1.0M | 2.4k | 409.37 |
| 2022-12-31 | $697k | 1.8k | 382.40 |
| 2022-09-30 | $618k | 1.7k | 357.02 |
| 2022-06-30 | $679k | 1.8k | 377.01 |
| 2022-03-31 | $808k | 1.8k | 451.65 |
| 2021-12-31 | $729k | 1.5k | 475.23 |
More positions owned by Heritage Financial Services
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