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 Q2	$783K	Sell	1,048 -5	-0.5%	-$3.63K	0.2%	119
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s SPY Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q2 2026, selling an estimated $3.63K and leaving 1,048 shares worth $783K. The position accounts for 0.2% of the portfolio, ranked #119.

Heritage Wealth Management (Ohio) first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $793K in Q2 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Heritage Wealth Management (Ohio) held 1,048 shares of State Street SPDR S&P 500 ETF Trust worth $783K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #119 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 9 quarters since.
Heritage Wealth Management (Ohio)'s State Street SPDR S&P 500 ETF Trust position peaked at $793K in Q2 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.