Heritage Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Heritage Wealth Partners’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$754K	Buy
2024 Q4	$691K	Buy
2024 Q3	$558K	Buy
2024 Q2	$429K	Buy