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
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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
Download as csvQuarterly 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 |
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