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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $2.3M | 6.1k | 382.43 |
2022-09-30 | $1.0M | 2.9k | 357.34 |
2022-06-30 | $1.1M | 2.9k | 377.25 |
2022-03-31 | $1.6M | 3.5k | 451.69 |
2021-09-30 | $807k | 1.9k | 429.26 |
2021-06-30 | $835k | 2.0k | 428.21 |
2021-03-31 | $908k | 2.3k | 396.51 |
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