Heritage Wealth Advisors Technology Sector Spdr Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Heritage Wealth Advisors holds 12,240 shares of XLK stock, worth $2.85 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,240
Previous 20,106 39.12%
Holding current value
$2.85 Million
Previous $3.87 Million 34.13%
% of portfolio
0.09%
Previous 0.2%

Shares

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

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

Nov 10, 2022
SELL
N/A
-201 Reduced 1.04%
19,191 $2.28 Million
Q2 2022

Aug 04, 2022
BUY
N/A
1,021 Added 5.56%
19,392 $2.47 Million
Q1 2022

May 11, 2022
SELL
N/A
-21,860 Reduced 54.34%
18,371 $2.92 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-8 Reduced 0.02%
40,231 $0
Q2 2021

Aug 09, 2021
SELL
N/A
-15,797 Reduced 28.19%
40,239 $0
Q4 2020

Feb 01, 2021
BUY
N/A
55,936 Added 55936.0%
56,036 $7.29 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-120 Reduced 54.55%
100 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-4,524 Reduced 95.36%
220 $0
Q2 2020

Jul 17, 2020
BUY
N/A
4,444 Added 1481.33%
4,744 $22,000
Q3 2019

Oct 30, 2019
SELL
N/A
-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
2,112
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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