Heritage Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.52M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $991K | Buy |
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|
2023
Q2 | $943K | Sell |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $618K | Sell |
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|
2022
Q2 | $679K | Buy |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $729K | Buy |
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