Heritage Wealth Advisors Technology Sector Spdr Transaction History

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Wealth Advisors holds 18,701 shares of XLK stock, worth $4.97 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,701
Previous 19,316 3.18%
Holding current value
$4.97 Million
Previous $4.49 Million 14.03%
% of portfolio
0.2%
Previous 0.23%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$206.38 - $242.18 $126,923 - $148,940
-615 Reduced 3.18%
18,701 $3.86 Million
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $464,341 - $559,261
2,353 Added 13.87%
19,316 $4.36 Million
Q2 2024

Aug 05, 2024
BUY
$192.53 - $231.41 $909,319 - $1.09 Million
4,723 Added 38.59%
16,963 $3.84 Million
Q1 2024

Dec 12, 2024
SELL
$184.12 - $211.02 $578,689 - $663,235
-3,143 Reduced 15.63%
16,963 $3.53 Million
Q1 2024

May 08, 2024
SELL
$184.12 - $211.02 $1.45 Million - $1.66 Million
-7,866 Reduced 39.12%
12,240 $2.55 Million
Q3 2023

Dec 12, 2024
BUY
$161.97 - $180.26 $99,611 - $110,859
615 Added 3.16%
20,106 $3.3 Million
Q3 2023

Nov 08, 2023
BUY
$161.97 - $180.26 $99,611 - $110,859
615 Added 3.16%
20,106 $3.3 Million
Q2 2023

Dec 12, 2024
BUY
$143.97 - $174.63 $25,194 - $30,560
175 Added 0.91%
19,491 $3.39 Million
Q2 2023

Aug 09, 2023
SELL
$143.97 - $174.63 $46,790 - $56,754
-325 Reduced 1.64%
19,491 $3.39 Million
Q1 2023

May 04, 2023
BUY
$121.18 - $151.01 $75,737 - $94,381
625 Added 3.26%
19,816 $2.99 Million
Q3 2022

Dec 12, 2024
SELL
$118.78 - $151.56 $14,847 - $18,945
-125 Reduced 0.65%
19,191 $2.28 Million
Q3 2022

Nov 10, 2022
SELL
$118.78 - $151.56 $23,874 - $30,463
-201 Reduced 1.04%
19,191 $2.28 Million
Q2 2022

Aug 04, 2022
BUY
$123.49 - $161.47 $126,083 - $164,860
1,021 Added 5.56%
19,392 $2.47 Million
Q1 2022

May 11, 2022
SELL
$141.39 - $175.52 $3.09 Million - $3.84 Million
-21,860 Reduced 54.34%
18,371 $2.92 Million
Q3 2021

Nov 02, 2021
SELL
$147.91 - $159.7 $1,183 - $1,277
-8 Reduced 0.02%
40,231 $0
Q2 2021

Aug 09, 2021
SELL
$131.31 - $147.82 $2.07 Million - $2.34 Million
-15,797 Reduced 28.19%
40,239 $0
Q4 2020

Feb 01, 2021
BUY
$110.86 - $130.52 $6.2 Million - $7.3 Million
55,936 Added 55936.0%
56,036 $7.29 Million
Q3 2020

Nov 03, 2020
SELL
$104.66 - $127.03 $12,559 - $15,243
-120 Reduced 54.55%
100 $0
Q2 2020

Jul 17, 2020
SELL
$76.54 - $104.63 $346,266 - $473,346
-4,524 Reduced 95.36%
220 $0
Q2 2020

Jul 17, 2020
BUY
$76.54 - $104.63 $340,143 - $464,975
4,444 Added 1481.33%
4,744 $22,000
Q3 2019

Oct 30, 2019
SELL
$79.69 - $81.76 $876 - $899
-11 Reduced 3.54%
300 $24,000
Q4 2018

Jan 28, 2019
BUY
N/A
311 New
311 $19,000

Others Institutions Holding XLK

# of Institutions
2,464
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email