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
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by Heritage Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 13k | 80.78 |
2023-09-30 | $245k | 4.2k | 58.93 |
2023-06-30 | $325k | 5.0k | 65.45 |