Heritage Wealth Advisors’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 | $12.1M | Buy |
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|
2025
Q2 | $9.77M | Sell |
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|
2025
Q1 | $9.34M | Sell |
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|
2024
Q4 | $56.6M | Sell |
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|
2024
Q3 | $60.3M | Buy |
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|
2024
Q2 | $56.5M | Sell |
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|
2024
Q1 | $56.3M | Buy |
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|
2023
Q4 | $50.5M | Hold |
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|
2023
Q3 | $45.4M | Sell |
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|
2023
Q2 | $53.5M | Sell |
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|
2023
Q1 | $50.2M | Sell |
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|
2022
Q4 | $47.1M | Buy |
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|
2022
Q3 | $43.8M | Buy |
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|
2022
Q2 | $44.3M | Sell |
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|
2022
Q1 | $56.9M | Buy |
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|
2021
Q4 | $8.41M | Sell |
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|
2021
Q3 | $7.86M | Sell |
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|
2021
Q2 | $7.89M | Buy |
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|
2021
Q1 | $7.14M | Sell |
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|
2020
Q4 | $7.43M | Buy |
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|
2020
Q3 | $5.01M | Hold |
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|
2020
Q2 | $4.61M | Buy |
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|
2020
Q1 | $3.86M | Buy |
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|
2019
Q4 | $4.74M | Sell |
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|
2019
Q3 | $4.76M | Buy |
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|
2019
Q2 | $4.21M | Buy |
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|
2019
Q1 | $4.05M | Sell |
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|
2018
Q4 | $3.63M | Sell |
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|
2018
Q3 | $4.54M | Sell |
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|
2018
Q2 | $4.77M | Sell |
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|
2018
Q1 | $4.63M | Sell |
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|
2017
Q4 | $4.72M | Buy |
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|
2017
Q3 | $4.25M | Buy |
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|
2017
Q2 | $4.09M | Sell |
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|
2017
Q1 | $4.01M | Buy |
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|
2016
Q4 | $2.9M | Buy |
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|
2016
Q3 | $2.73M | Sell |
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|
2016
Q2 | $2.64M | Buy |
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|
2016
Q1 | $1.89M | Buy |
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|
2015
Q4 | $1.83M | Sell |
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|
2015
Q3 | $1.72M | Sell |
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|
2015
Q2 | $1.85M | Buy |
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|
2015
Q1 | $613K | Buy |
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|
2014
Q4 | $574K | Buy |
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