Spdr S&p 500 Etf shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $240k | 428 | 559.50 |
| 2024-12-31 | $474k | 809 | 586.43 |
| 2024-09-30 | $468k | 816 | 573.48 |
| 2024-06-30 | $452k | 831 | 544.05 |
| 2024-03-31 | $684k | 1.4k | 475.44 |
| 2023-12-31 | $684k | 1.4k | 475.44 |
| 2023-09-30 | $620k | 1.5k | 427.48 |
| 2023-06-30 | $704k | 1.6k | 443.27 |
| 2022-12-31 | $673k | 1.7k | 394.49 |