Technology SPDR shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $609k | 3.2k | 192.47 |
| 2022-12-31 | $957k | 7.7k | 124.44 |
| 2022-09-30 | $473k | 4.0k | 118.72 |
| 2022-06-30 | $506k | 4.0k | 127.12 |
| 2022-03-31 | $691k | 4.3k | 158.89 |
| 2021-09-30 | $648k | 4.3k | 149.31 |
| 2021-06-30 | $664k | 4.5k | 147.75 |
More positions owned by Heritage Wealth Management
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