Spdr S&p 500 Etf shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $989k | 1.5k | 665.99 |
| 2025-06-30 | $924k | 1.5k | 618.06 |
| 2025-03-31 | $920k | 1.6k | 559.61 |
| 2024-12-31 | $1.0M | 1.8k | 586.36 |
| 2024-09-30 | $1.0M | 1.8k | 573.79 |
| 2024-06-30 | $1.2M | 2.1k | 544.42 |
| 2024-03-31 | $1.2M | 2.2k | 523.26 |
| 2023-12-31 | $1.2M | 2.5k | 475.47 |
| 2023-09-30 | $1.1M | 2.6k | 427.38 |
| 2023-06-30 | $1.2M | 2.7k | 443.23 |
| 2023-03-31 | $1.3M | 3.2k | 409.36 |
| 2022-12-31 | $1.1M | 2.8k | 382.53 |
| 2022-09-30 | $1.0M | 2.9k | 357.22 |
| 2022-06-30 | $692k | 1.8k | 377.11 |
| 2022-03-31 | $756k | 1.7k | 451.34 |
| 2021-12-31 | $463k | 975 | 474.87 |
| 2021-09-30 | $386k | 900 | 428.89 |
| 2021-06-30 | $440k | 1.0k | 427.60 |
| 2021-03-31 | $436k | 1.1k | 396.72 |
| 2020-12-31 | $476k | 1.3k | 373.63 |
| 2020-09-30 | $2.8M | 8.5k | 334.86 |
| 2020-06-30 | $3.0M | 9.7k | 308.38 |
| 2020-03-31 | $2.5M | 9.7k | 257.75 |
| 2019-12-31 | $3.1M | 9.5k | 321.90 |
| 2019-09-30 | $2.9M | 9.8k | 296.73 |
| 2019-06-30 | $2.9M | 9.8k | 292.99 |
| 2019-03-31 | $2.6M | 9.1k | 282.50 |
| 2018-12-31 | $2.1M | 8.5k | 249.94 |
| 2018-09-30 | $2.1M | 7.3k | 290.72 |
| 2018-06-30 | $2.0M | 7.4k | 271.23 |
| 2018-03-31 | $2.1M | 7.9k | 263.20 |
| 2017-12-31 | $2.0M | 7.7k | 266.88 |
| 2017-09-30 | $2.2M | 8.6k | 251.28 |
| 2017-06-30 | $2.3M | 9.4k | 241.78 |
| 2017-03-31 | $2.2M | 9.4k | 235.77 |
| 2016-12-31 | $2.1M | 9.4k | 223.52 |
| 2016-09-30 | $1.2M | 5.4k | 216.24 |
| 2016-06-30 | $1.1M | 5.3k | 209.53 |
| 2016-03-31 | $1.0M | 5.1k | 205.49 |
| 2015-12-31 | $1.0M | 5.0k | 203.84 |
| 2015-09-30 | $929k | 4.9k | 191.55 |
| 2015-06-30 | $998k | 4.9k | 205.77 |
| 2015-03-31 | $1.0M | 4.9k | 206.52 |
| 2014-12-31 | $961k | 4.7k | 205.56 |
| 2014-09-30 | $872k | 4.4k | 197.06 |
| 2014-06-30 | $827k | 4.2k | 195.74 |
| 2014-03-31 | $781k | 4.2k | 187.07 |
| 2013-12-31 | $447k | 2.4k | 184.71 |
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