Utilities SPDR shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Utilities SPDR
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All positions including Utilities SPDR held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Utilities SPDR by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $209k | 2.7k | 78.84 |
| 2024-12-31 | $250k | 3.3k | 75.69 |
| 2024-09-30 | $1.1M | 13k | 80.78 |
| 2023-09-30 | $245k | 4.2k | 58.93 |
| 2023-06-30 | $325k | 5.0k | 65.45 |