Technology SPDR shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 20k | 192.48 |
| 2023-09-30 | $3.3M | 20k | 163.93 |
| 2023-06-30 | $3.4M | 20k | 173.86 |
| 2023-03-31 | $3.0M | 20k | 151.01 |
| 2022-12-31 | $2.4M | 19k | 124.44 |
| 2022-09-30 | $2.3M | 19k | 118.81 |
| 2022-06-30 | $2.5M | 19k | 127.11 |
| 2022-03-31 | $2.9M | 18k | 158.95 |
| 2021-12-31 | $7.0M | 40k | 173.87 |
| 2021-09-30 | $6.0M | 40k | 149.32 |
| 2021-06-30 | $5.9M | 40k | 147.66 |
| 2021-03-31 | $7.4M | 56k | 132.81 |
| 2020-12-31 | $7.3M | 56k | 130.02 |
| 2020-09-30 | $12k | 100 | 116.70 |
| 2020-06-30 | $22k | 4.7k | 4.64 |
| 2020-03-31 | $24k | 300 | 80.37 |
| 2019-12-31 | $28k | 300 | 91.67 |
| 2019-09-30 | $24k | 300 | 80.00 |
| 2019-06-30 | $24k | 311 | 78.04 |
| 2019-03-31 | $23k | 311 | 74.00 |
| 2018-12-31 | $19k | 311 | 61.09 |