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Heritage Oak Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,416
Closed -$357K – 192
2024
Q3 		$357K Buy
+7,416
New +$338K 0.16% 93

Other funds holding XLB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Heritage Oak Wealth Advisors's XLB Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 7,416 shares — an estimated $357K sold.

Heritage Oak Wealth Advisors first reported a position in XLB in Q3 2024 and held it in 1 quarter. The position peaked at $357K in Q3 2024. 813 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 7,416 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $357K.
  • Heritage Oak Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $357K in Q3 2024.
  • 813 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.