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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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All positions including Spdr S&p 500 Etf held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $620k 1.1k 573.88
2024-06-30 $793k 1.4k 554.70

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
Kroger (KR)
McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

Top funds holding Spdr S&p 500 Etf

Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of America Corporation
Wolverine Trading
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
International Assets Investment Management
Millennium Management
Lido Advisors
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf