Materials SPDR shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Materials SPDR (XLB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Materials SPDR
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Quarterly reported holdings in Materials SPDR by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 17k | 208.27 |
| 2023-12-31 | $73k | 850 | 85.54 |
| 2023-09-30 | $65k | 827 | 78.55 |
| 2023-06-30 | $69k | 827 | 82.87 |
| 2023-03-31 | $67k | 827 | 80.66 |
| 2022-12-31 | $27k | 350 | 77.68 |