Heritage Wealth Advisors Select Sector Spdr Fd Material Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Heritage Wealth Advisors holds 16,963 shares of XLB stock, worth $1.49 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,963

Previous 850 1895.65%

Holding current value

$1.49 Million

Previous $72,000 2087.5%

% of portfolio

0.06%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$80.98 - $92.89 $1.3 Million - $1.5 Million	16,113 Added 1895.65%	16,963 $1.58 Million
Q4 2023 Feb 09, 2024	BUY	$74.46 - $86.21 $1,712 - $1,982	23 Added 2.78%	850 $72,000
Q1 2023 May 04, 2023	BUY	$75.51 - $85.21 $36,018 - $40,645	477 Added 136.29%	827 $66,000
Q4 2022 Feb 06, 2023	BUY	$73.78 - $83.76 $25,823 - $29,316	350 New	350 $27,000

Others Institutions Holding XLB

# of Institutions

888

Shares Held

51.8M

Call Options Held

3.68M

Put Options Held

6.29M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Heritage Wealth Advisors Select Sector Spdr Fd Material Transaction History