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Heritage Wealth Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Heritage Wealth Partners’s Portfolio SPLG Stock Details SPLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$754K Buy
11,460
+1,439
+14% +$94.6K 1.15% 23
2024
Q4 		$691K Buy
10,021
+1,754
+21% +$121K 0.87% 30
2024
Q3 		$558K Buy
8,267
+1,562
+23% +$105K 0.66% 35
2024
Q2 		$429K Buy
+6,705
New +$429K 0.62% 35