Heritage Wealth Management (Ohio)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$685K	Buy	1,053 +1	+0.1%	+$680	0.34%	77
2025 Q4	$717K	Sell	1,052 -11	-1%	-$7.43K	0.2%	116
2025 Q3	$708K	Sell	1,063 -7	-0.7%	-$4.49K	0.21%	111
2025 Q2	$661K	Sell	1,070 -26	-2%	-$14.9K	0.21%	111
2025 Q1	$613K	Buy	1,096 +1	+0.1%	+$588	0.21%	114
2024 Q4	$642K	Buy	1,095 +15	+1%	+$8.84K	0.21%	115
2024 Q3	$620K	Sell	1,080 -349	-24%	-$193K	0.2%	122
2024 Q2	$793K	Buy	+1,429	New	+$748K	0.27%	95

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s SPY Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.1% in Q1 2026, buying an estimated $680 and bringing the position to 1,053 shares worth $685K. The position accounts for 0.34% of the portfolio, ranked #77.

Heritage Wealth Management (Ohio) first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. The position peaked at $793K in Q2 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Heritage Wealth Management (Ohio) held 1,053 shares of State Street SPDR S&P 500 ETF Trust worth $685K as of Q1 2026.
Heritage Wealth Management (Ohio) bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #77 holding.
Heritage Wealth Management (Ohio) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s State Street SPDR S&P 500 ETF Trust position peaked at $793K in Q2 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.