Technology SPDR shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $699k | 3.4k | 206.48 |
| 2024-12-31 | $712k | 3.1k | 232.52 |
| 2024-09-30 | $669k | 3.0k | 225.78 |
| 2024-06-30 | $531k | 2.3k | 226.21 |
| 2024-03-31 | $344k | 1.8k | 192.49 |
| 2023-12-31 | $344k | 1.8k | 192.49 |
| 2023-09-30 | $295k | 1.8k | 163.91 |
| 2023-06-30 | $307k | 1.8k | 173.91 |
| 2022-12-31 | $270k | 2.1k | 130.88 |