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Heritage Oak Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,238
Closed -$406K – 193
2024
Q3 		$406K Buy
+9,238
New +$413K 0.19% 77

Other funds holding XLE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Heritage Oak Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2024, closing a stake of 9,238 shares — an estimated $406K sold.

Heritage Oak Wealth Advisors first reported a position in XLE in Q3 2024 and held it in 1 quarter. The position peaked at $406K in Q3 2024. 1,884 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 9,238 State Street Energy Select Sector SPDR ETF shares in Q4 2024, an estimated $406K.
  • Heritage Oak Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $406K in Q3 2024.
  • 1,884 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

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