Heritage Oak Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,962	Closed	-$457K	–	97
2025 Q3	$457K	Buy	+2,962	New	+$449K	0.17%	49
2024 Q4	–	Sell	-27,375	Closed	-$3.71M	–	195
2024 Q3	$3.71M	Buy	+27,375	New	+$3.48M	1.71%	17

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Oak Wealth Advisors's XLI Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,962 shares — an estimated $457K sold.

Heritage Oak Wealth Advisors first reported a position in XLI in Q3 2024 and held it in 2 quarters. The position peaked at $3.71M in Q3 2024. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Heritage Oak Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 2,962 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $457K.
Heritage Oak Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
Heritage Oak Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $3.71M in Q3 2024.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.