Utilities SPDR shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 38k | 80.78 |
| 2024-06-30 | $821k | 12k | 68.14 |
| 2024-03-31 | $147k | 2.0k | 71.83 |
| 2023-12-31 | $897k | 14k | 63.33 |
| 2023-09-30 | $1.1M | 18k | 58.93 |
| 2023-06-30 | $1.3M | 20k | 65.44 |
| 2023-03-31 | $1.3M | 20k | 67.69 |
| 2022-12-31 | $1.6M | 22k | 70.50 |
| 2022-09-30 | $1.4M | 22k | 65.52 |
| 2022-06-30 | $1.5M | 22k | 70.14 |
| 2022-03-31 | $1.6M | 22k | 74.44 |
| 2021-12-31 | $2.5M | 35k | 71.58 |
| 2021-09-30 | $2.1M | 33k | 63.88 |
| 2021-06-30 | $2.0M | 32k | 63.23 |
| 2021-03-31 | $2.2M | 34k | 64.04 |
| 2020-12-31 | $1.0M | 16k | 62.70 |
| 2020-09-30 | $410k | 6.9k | 59.38 |
| 2020-06-30 | $329k | 220 | 1495.45 |
| 2020-03-31 | $306k | 5.5k | 55.41 |
| 2019-12-31 | $578k | 9.0k | 64.62 |
| 2019-09-30 | $430k | 6.6k | 64.69 |
| 2019-06-30 | $22k | 361 | 59.59 |