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Heritage Trust’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Heritage Trust’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$225K Hold
1,526
– – 0.03% 284
2025
Q1 		$200K Buy
+1,526
New +$200K 0.02% 294