Heritage Wealth Advisors SPY Holdings History
Heritage Wealth Advisors's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Heritage Wealth Advisors held 16,697.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.34 Mil. This investment constitutes 0.47% of their stock portfolio, and Heritage Wealth Advisors now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q4. And since then Heritage Wealth Advisors has made 15 purchases of SPY, at an average price of $410.64, for a total of 141,319.00 shares. In addition, there have been 17 sales at an average price of $539.03 for 124,622.00 shares. Based on historical transaction data and SPY's current price of $634.21, Heritage Wealth Advisors's estimated gain on his SPY holdings is $19.73 Mil, reflecting a 34.00% gain to date.
Heritage Wealth Advisors SPY ($634.21) Holding Chart
Heritage Wealth Advisors SPY ($634.21) 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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