Heritage Wealth Partners, LLC Utilities Sector Spdr Transaction History

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 2,654 shares of XLU stock, worth $228,721. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,654
Previous 3,308 19.77%
Holding current value
$228,721
Previous $250 Million 16.43%
% of portfolio
0.32%
Previous 0.31%

Shares

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

May 14, 2025
SELL
$74.7 - $80.27 $48,853 - $52,496
-654 Reduced 19.77%
2,654 $209 Million
Q4 2024

Jan 13, 2025
SELL
$74.89 - $82.93 $728,155 - $806,328
-9,723 Reduced 74.61%
3,308 $250 Million
Q3 2024

Oct 08, 2024
BUY
$67.67 - $80.78 $881,807 - $1.05 Million
13,031 New
13,031 $1.05 Billion
Q3 2023

Oct 18, 2023
SELL
$58.83 - $68.46 $47,358 - $55,110
-805 Reduced 16.22%
4,158 $245 Million
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $319,319 - $347,261
4,963 New
4,963 $325 Million

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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