Spdr S&p 500 Etf shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $708k | 1.1k | 666.33 |
| 2025-06-30 | $661k | 1.1k | 618.03 |
| 2025-03-31 | $613k | 1.1k | 559.54 |
| 2024-12-31 | $642k | 1.1k | 586.19 |
| 2024-09-30 | $620k | 1.1k | 573.88 |
| 2024-06-30 | $793k | 1.4k | 554.70 |
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