Heritage Trust Co SPY Holdings History
Heritage Trust Co's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Heritage Trust Co held 34,548.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $19.33 Mil. This investment constitutes 2.34% of their stock portfolio, and Heritage Trust Co now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 15 purchases of SPY, at an average price of $374.71, for a total of 50,144.00 shares. In addition, there have been 10 sales at an average price of $393.28 for 15,596.00 shares. Based on historical transaction data and SPY's current price of $634.42, Heritage Trust Co's estimated gain on his SPY holdings is $9.26 Mil, reflecting a 49.30% gain to date.
Heritage Trust Co SPY ($634.42) Holding Chart
Heritage Trust Co SPY ($634.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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