Heritage Oak Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Heritage Oak Wealth Advisors's XLF Position: Q2 2025 in Review
Heritage Oak Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2025, closing a stake of 10,928 shares — an estimated $544K sold.
Heritage Oak Wealth Advisors first reported a position in XLF in Q3 2024 and held it in 2 quarters. The position peaked at $2.66M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLF as of Q2 2025.
- Heritage Oak Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- Heritage Oak Wealth Advisors sold 10,928 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $544K.
- Heritage Oak Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
- Heritage Oak Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.66M in Q3 2024.
- 1,802 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.
Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.