Heritage Oak Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
Other funds holding XLC
CM
Heritage Oak Wealth Advisors's XLC Position: Q2 2025 in Review
Heritage Oak Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 5,290 shares — an estimated $510K sold.
Heritage Oak Wealth Advisors first reported a position in XLC in Q1 2025 and held it in 1 quarter. The position peaked at $510K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.
- Heritage Oak Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Heritage Oak Wealth Advisors sold 5,290 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $510K.
- Heritage Oak Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
- Heritage Oak Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $510K in Q1 2025.
- 1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.
Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.