Heritage Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Heritage Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86.4K	Hold	1,700	–	–	﹤0.01%	279
2026 Q1	$84.9K	Hold	1,700	–	–	﹤0.01%	270
2025 Q4	$77.1K	Hold	1,700	–	–	﹤0.01%	283
2025 Q3	$76.2K	Hold	1,700	–	–	﹤0.01%	268
2025 Q2	$74.6K	Hold	1,700	–	–	﹤0.01%	265
2025 Q1	$73.1K	Sell	1,700 -1,446	-46%	-$63.2K	﹤0.01%	270
2024 Q4	$132K	Hold	3,146	–	–	0.01%	235
2024 Q3	$152K	Buy	3,146 +1,446	+85%	+$65.9K	0.01%	232
2024 Q2	$75.1K	Hold	1,700	–	–	﹤0.01%	276
2024 Q1	$79K	Hold	1,700	–	–	﹤0.01%	279
2023 Q4	$72.7K	Buy	1,700 +46	+3%	+$1.84K	﹤0.01%	300
2023 Q3	$65K	Hold	1,654	–	–	﹤0.01%	279
2023 Q2	$68.5K	Hold	1,654	–	–	﹤0.01%	289
2023 Q1	$66.7K	Buy	1,654 +954	+136%	+$38.6K	﹤0.01%	289
2022 Q4	$27.2K	Buy	+700	New	+$26.9K	﹤0.01%	386

Other funds holding XLB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Advisors's XLB Position: Q2 2026 in Review

Heritage Wealth Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 1,700 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Heritage Wealth Advisors first reported a position in XLB in Q4 2022 and has held it in 15 quarters since. The position peaked at $152K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Heritage Wealth Advisors held 1,700 shares of State Street Materials Select Sector SPDR ETF worth $86.4K as of Q2 2026.
Heritage Wealth Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #279 holding.
Heritage Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Heritage Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $152K in Q3 2024.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.