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

Heritage Wealth Partners’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
2025 Q1	$239K	Sell	428 -381	-47%	-$224K	0.37%	54
2024 Q4	$474K	Sell	809 -7	-0.9%	-$4.12K	0.6%	36
2024 Q3	$468K	Sell	816 -15	-2%	-$8.29K	0.55%	38
2024 Q2	$452K	Sell	831 -607	-42%	-$318K	0.65%	34
2024 Q1	$684K	Hold	1,438	–	–	1.4%	22
2023 Q4	$684K	Sell	1,438 -12	-0.8%	-$5.34K	1.4%	22
2023 Q3	$620K	Sell	1,450 -139	-9%	-$61.8K	1.32%	22
2023 Q2	$704K	Buy	+1,589	New	+$667K	0.41%	43
2023 Q1	–	Sell	-1,706	Closed	-$673K	–	50
2022 Q4	$673K	Buy	+1,706	New	+$656K	0.62%	26

Other funds holding SPY

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Bank of America

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return