Financial Select Sector SPDR shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $817k | 17k | 48.33 |
| 2024-09-30 | $766k | 17k | 45.32 |
| 2024-06-30 | $695k | 17k | 41.11 |
| 2024-03-31 | $757k | 5.1k | 147.73 |
| 2023-12-31 | $636k | 17k | 37.60 |
| 2023-09-30 | $561k | 17k | 33.17 |
| 2023-06-30 | $592k | 18k | 33.71 |
| 2023-03-31 | $564k | 18k | 32.15 |
| 2022-12-31 | $600k | 18k | 34.20 |
| 2022-09-30 | $522k | 17k | 30.36 |
| 2022-06-30 | $599k | 19k | 31.47 |
| 2022-03-31 | $626k | 16k | 38.30 |
| 2021-12-31 | $277k | 7.1k | 39.05 |
| 2021-09-30 | $266k | 7.1k | 37.53 |
| 2021-06-30 | $260k | 7.1k | 36.69 |
| 2021-03-31 | $241k | 7.1k | 34.05 |
| 2020-12-31 | $184k | 6.2k | 29.55 |
| 2020-09-30 | $28k | 1.2k | 24.07 |
| 2020-06-30 | $27k | 2.7k | 9.94 |
| 2020-03-31 | $219k | 11k | 20.82 |
| 2019-09-30 | $14k | 520 | 26.92 |
| 2018-12-31 | $1.5M | 64k | 23.81 |
| 2018-09-30 | $93k | 3.4k | 27.31 |