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Utilities SPDR shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Utilities SPDR

23:59:59.999Jun 29, 202423:59:59.999500:00:00Jun 30, 202400:00:00.000500:00:00.001225.883k225.8835k225.884k225.8845k225.885k33143,314.533153,315.53316
Value ($)Share countHistorical XLU position of Heritage Oak Wealth … Source: stockzoa.comValue ($)Share count

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All positions including Utilities SPDR held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $226k 3.3k 68.14