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Spdr Ser Tr s&p oilgas exp shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr s&p oilgas exp (XOP) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Spdr Ser Tr s&p oilgas exp

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr s&p oilgas exp held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr s&p oilgas exp by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $797k 6.3k 126.26
2025-09-30 $1.9M 14k 132.20
2025-06-30 $842k 6.7k 125.80