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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
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