Heritage Investment Group’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
Q2 | $4.69M | Hold |
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|
2025
Q1 | $4.25M | Buy |
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|
2024
Q4 | $4.11M | Buy |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $3.79M | Buy |
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|
2024
Q1 | $3.61M | Buy |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $3.04M | Buy |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $3.15M | Buy |
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