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Spdr S&p 500 Etf shares owned by Heron Financial Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heron Financial Group from 13F filings

Historical chart of Heron Financial Group investment in Spdr S&p 500 Etf

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All positions including Spdr S&p 500 Etf held by Heron Financial Group 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 Heron Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $419k 945 443.36
2023-03-31 $385k 940 409.44
2022-12-31 $357k 940 379.40
2022-09-30 $392k 1.1k 357.01
2022-06-30 $423k 1.1k 377.68
2022-03-31 $424k 939 451.54

More positions owned by Heron Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Thermo Fisher Scientific (TMO)

View all positions for Heron Financial Group

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