Heritage Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Heritage Trust’s Portfolio XLI Stock Details XLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$235K	Hold
2025 Q2	$225K	Hold
2025 Q1	$200K	Buy