Heritage Family Offices’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Hold	416	–	–	0.12%	158
2025 Q1	$233K	Hold	416	–	–	0.12%	155
2024 Q4	$244K	Hold	416	–	–	0.12%	158
2024 Q3	$239K	Sell	416 -56	-12%	-$32.1K	0.12%	156
2024 Q2	$257K	Buy	+472	New	+$257K	0.14%	133