Heritage Wealth Advisors Utilities Sector Spdr Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,042 shares of XLU stock, worth $139,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,042
Previous 14,168 85.59%
Holding current value
$139,979
Previous $897,000 85.06%
% of portfolio
0.0%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$59.95 - $65.65 $726,953 - $796,071
-12,126 Reduced 85.59%
2,042 $134,000
Q4 2023

Feb 09, 2024
SELL
$56.19 - $65.96 $225,378 - $264,565
-4,011 Reduced 22.06%
14,168 $897,000
Q3 2023

Nov 08, 2023
SELL
$58.83 - $68.46 $91,539 - $106,523
-1,556 Reduced 7.88%
18,179 $1.07 Million
Q2 2023

Aug 09, 2023
SELL
$64.34 - $69.97 $1,479 - $1,609
-23 Reduced 0.12%
19,735 $1.29 Million
Q1 2023

May 04, 2023
SELL
$63.7 - $72.08 $169,951 - $192,309
-2,668 Reduced 11.9%
19,758 $1.34 Million
Q4 2022

Feb 06, 2023
BUY
$65.75 - $72.67 $63,646 - $70,344
968 Added 4.51%
22,426 $1.58 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-43 Reduced 0.2%
21,458 $1.41 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-86 Reduced 0.4%
21,501 $1.51 Million
Q1 2022

May 11, 2022
SELL
N/A
-13,790 Reduced 38.98%
21,587 $1.61 Million
Q4 2021

Feb 02, 2022
BUY
N/A
2,383 Added 7.22%
35,377 $0
Q3 2021

Nov 02, 2021
BUY
N/A
707 Added 2.19%
32,994 $0
Q2 2021

Aug 09, 2021
BUY
N/A
16,116 Added 99.66%
32,287 $0
Q2 2021

Jul 27, 2021
SELL
N/A
-17,562 Reduced 52.06%
16,171 $1.01 Million
Q1 2021

Apr 27, 2021
BUY
N/A
17,562 Added 108.6%
33,733 $0
Q4 2020

Feb 01, 2021
BUY
N/A
9,273 Added 134.43%
16,171 $1.01 Million
Q3 2020

Nov 03, 2020
BUY
N/A
1,050 Added 17.95%
6,898 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-5,296 Reduced 96.01%
220 $329,000
Q2 2020

Jul 17, 2020
BUY
N/A
5,628 Added 2558.18%
5,848 $0
Q1 2020

May 05, 2020
SELL
N/A
-3,435 Reduced 38.38%
5,516 $0
Q4 2019

Feb 04, 2020
BUY
N/A
2,304 Added 34.66%
8,951 $0
Q3 2019

Oct 30, 2019
BUY
N/A
6,286 Added 1741.27%
6,647 $430,000
Q2 2019

Aug 05, 2019
BUY
N/A
361 New
361 $0

Others Institutions Holding XLU

# of Institutions
1,251
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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