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
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Heritage Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Heritage Financial Services