Heritage Wealth Advisors Financial Sector Spdr Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,124 shares of XLF stock, worth $212,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,124
Previous 16,909 69.7%
Holding current value
$212,850
Previous $635,000 66.14%
% of portfolio
0.01%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Nov 08, 2023
SELL
$33.17 - $35.6 $21,394 - $22,962
-645 Reduced 3.67%
16,909 $560,000
Q4 2022

Feb 06, 2023
BUY
$33.4 - $36.31 $11,690 - $12,708
350 Added 2.03%
17,554 $600,000
Q3 2022

Nov 10, 2022
SELL
N/A
-1,833 Reduced 9.63%
17,204 $522,000
Q2 2022

Aug 04, 2022
BUY
N/A
2,691 Added 16.46%
19,037 $599,000
Q1 2022

May 11, 2022
BUY
N/A
9,259 Added 130.65%
16,346 $626,000
Q2 2021

Aug 09, 2021
BUY
N/A
860 Added 13.81%
7,087 $0
Q2 2021

Jul 27, 2021
SELL
N/A
-860 Reduced 12.13%
6,227 $184,000
Q1 2021

Apr 27, 2021
BUY
N/A
860 Added 13.81%
7,087 $0
Q4 2020

Feb 01, 2021
BUY
N/A
5,060 Added 433.59%
6,227 $184,000
Q2 2020

Jul 17, 2020
SELL
N/A
-1,549 Reduced 57.03%
1,167 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-7,811 Reduced 74.2%
2,716 $27,000
Q1 2020

May 05, 2020
BUY
N/A
10,527 New
10,527 $0
Q4 2019

Feb 04, 2020
SELL
N/A
-520 Closed
0 $0
Q3 2019

Oct 30, 2019
BUY
N/A
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
1,725
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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