Spdr S&p 500 Etf shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 7.6k | 666.18 |
| 2025-06-30 | $4.7M | 7.6k | 617.85 |
| 2025-03-31 | $4.2M | 7.6k | 559.39 |
| 2024-12-31 | $4.1M | 7.0k | 586.08 |
| 2024-09-30 | $4.0M | 7.0k | 573.78 |
| 2024-06-30 | $3.8M | 7.0k | 544.13 |
| 2024-03-31 | $3.6M | 6.9k | 523.14 |
| 2023-12-31 | $3.3M | 6.9k | 475.24 |
| 2023-09-30 | $3.0M | 7.0k | 427.51 |
| 2023-06-30 | $3.0M | 6.9k | 443.31 |
| 2023-03-31 | $2.8M | 6.7k | 409.36 |
| 2022-12-31 | $2.6M | 6.8k | 382.40 |
| 2022-09-30 | $2.5M | 6.9k | 357.12 |
| 2022-06-30 | $2.6M | 6.9k | 377.21 |
| 2022-03-31 | $3.2M | 7.1k | 451.61 |
| 2021-12-31 | $3.2M | 6.6k | 474.99 |