Financial Select Sector SPDR shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $887k | 26k | 34.20 |
| 2022-09-30 | $462k | 15k | 30.33 |
| 2022-06-30 | $516k | 16k | 31.45 |
| 2022-03-31 | $765k | 20k | 38.30 |
| 2021-09-30 | $101k | 2.7k | 37.60 |
| 2021-06-30 | $94k | 2.6k | 36.85 |
| 2021-03-31 | $87k | 2.5k | 34.23 |
More positions owned by Heritage Wealth Management
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