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 $219,671. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,654
Previous 3,308 19.77%
Holding current value
$219,671
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
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
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 Partners, LLC Portfolio

Follow Heritage Wealth Partners, LLC 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email