Heritage Wealth Advisors Financial Sector Spdr Transaction History

Heritage Wealth Advisors

$1.91 Billion
Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Heritage Wealth Advisors holds 16,909 shares of XLF stock, worth $824,482. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,909

Previous 16,909 -0.0%

Holding current value

$824,482

Previous $817,000 3.06%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$39.59 - $42.49 $466,568 - $500,744	11,785 Added 230.0%	16,909 $695,000
Q1 2024 May 08, 2024	SELL	$37.27 - $42.12 $439,226 - $496,384	-11,785 Reduced 69.7%	5,124 $215,000
Q3 2023 Dec 12, 2024	SELL	$33.17 - $35.6 $21,394 - $22,962	-645 Reduced 3.67%	16,909 $560,000
Q3 2023 Nov 08, 2023	SELL	$33.17 - $35.6 $21,394 - $22,962	-645 Reduced 3.67%	16,909 $560,000
Q2 2023 Dec 12, 2024	BUY	$31.55 - $33.71 $20,349 - $21,742	645 Added 3.81%	17,554 $591,000
Q4 2022 Dec 12, 2024	BUY	$30.29 - $36.31 $10,601 - $12,708	350 Added 2.03%	17,554 $600,000
Q4 2022 Feb 06, 2023	BUY	$30.29 - $36.31 $10,601 - $12,708	350 Added 2.03%	17,554 $600,000
Q3 2022 Dec 12, 2024	BUY	$30.36 - $35.81 $8,956 - $10,563	295 Added 1.74%	17,204 $522,000
Q3 2022 Nov 10, 2022	SELL	$30.36 - $35.81 $55,649 - $65,639	-1,833 Reduced 9.63%	17,204 $522,000
Q2 2022 Aug 04, 2022	BUY	$30.84 - $38.22 $82,990 - $102,850	2,691 Added 16.46%	19,037 $599,000
Q1 2022 May 11, 2022	BUY	$35.66 - $41.42 $330,175 - $383,507	9,259 Added 130.65%	16,346 $626,000
Q2 2021 Aug 09, 2021	BUY	$34.47 - $38.47 $29,644 - $33,084	860 Added 13.81%	7,087 $0
Q2 2021 Jul 27, 2021	SELL	$34.47 - $38.47 $29,644 - $33,084	-860 Reduced 12.13%	6,227 $184,000
Q1 2021 Apr 27, 2021	BUY	$28.95 - $34.77 $24,897 - $29,902	860 Added 13.81%	7,087 $0
Q4 2020 Feb 01, 2021	BUY	$23.61 - $29.48 $119,466 - $149,168	5,060 Added 433.59%	6,227 $184,000
Q2 2020 Jul 17, 2020	SELL	$19.55 - $26.74 $30,282 - $41,420	-1,549 Reduced 57.03%	1,167 $0
Q2 2020 Jul 17, 2020	SELL	$19.55 - $26.74 $152,705 - $208,866	-7,811 Reduced 74.2%	2,716 $27,000
Q1 2020 May 05, 2020	BUY	$17.66 - $31.17 $185,906 - $328,126	10,527 New	10,527 $0
Q4 2019 Feb 04, 2020	SELL	$26.78 - $30.94 $13,925 - $16,088	-520 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$27.86 - $28.52 $14,487 - $14,830	520 New	520 $14,000
Q1 2019 May 06, 2019	SELL	N/A	-63,462 Closed	0 $0
Q4 2018 Jan 28, 2019	BUY	N/A	60,057 Added 1763.79%	63,462 $1.51 Million
Q3 2018 Nov 14, 2018	BUY	N/A	3,405 New	3,405 $93,000

Others Institutions Holding XLF

# of Institutions

2,106

Shares Held

792M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Heritage Wealth Advisors Financial Sector Spdr Transaction History