Energy Select Sector SPDR shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $567k | 6.5k | 87.46 |
| 2022-09-30 | $166k | 2.3k | 72.05 |
| 2022-06-30 | $159k | 2.2k | 71.51 |
| 2022-03-31 | $167k | 2.2k | 76.57 |
| 2021-09-30 | $105k | 2.0k | 52.21 |
| 2021-06-30 | $80k | 1.5k | 54.09 |
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