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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $24M 47k 523.07
2023-12-31 $25M 53k 475.31

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
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Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal

View all funds holding Spdr S&p 500 Etf