Heritage Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Hold |
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|
2025
Q1 | $842K | Hold |
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|
2024
Q4 | $817K | Hold |
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|
2024
Q3 | $766K | Hold |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $712K | Hold |
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|
2023
Q4 | $636K | Hold |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $564K | Hold |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $241K | Buy |
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|
2020
Q4 | $184K | Buy |
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|
2020
Q3 | $28.1K | Hold |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $14K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.51M | Buy |
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|
2018
Q3 | $93K | Buy |
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