Heritage Way Advisors »

Spdr S&p 500 Etf shares owned by Heritage Way Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Heritage Way Advisors from 13F filings

Historical chart of Heritage Way Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Heritage Way Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Heritage Way Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $508k 1.1k 475.21
2021-09-30 $459k 1.1k 429.37
2021-06-30 $324k 757 428.01
2021-03-31 $238k 600 396.67
2020-12-31 $224k 600 373.33
2020-09-30 $201k 600 335.00

More positions owned by Heritage Way Advisors

iShares Core S&P 500 ETF Etf (IVV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab US Large-Cap ETF Etf (SCHX)
iShares Core S&P Mid-Cap ETF Etf (IJH)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Corporation (MSFT)
Home Depot (HD)
BlackRock (BLK)
United Parcel Service (UPS)
Accenture (ACN)
Vanguard FTSE All-World ex-US Small-Cap ETF Etf (VSS)
Norfolk Southern (NSC)
Nike (NKE)
T. Rowe Price (TROW)
Abbott Laboratories (ABT)

View all positions for Heritage Way Advisors

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Bank of America Corporation
Wolverine Trading
Wells Fargo & Company
Morgan Stanley
HBK Investments
Royal Bank of Canada
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf