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Heritage Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Heritage Wealth Advisors’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,311
Closed -$127K – 649
2024
Q4 		$127K Hold
1,311
– – 0.01% 236
2024
Q3 		$119K Buy
+1,311
New +$113K 0.01% 252

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Advisors's XLC Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2025, closing a stake of 1,311 shares — an estimated $127K sold.

Heritage Wealth Advisors first reported a position in XLC in Q3 2024 and held it in 2 quarters. The position peaked at $127K in Q4 2024. 1,073 funds tracked by Wall St. Rank hold XLC as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,311 State Street Communication Services Select Sector SPDR ETF shares in Q1 2025, an estimated $127K.
  • Heritage Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $127K in Q4 2024.
  • 1,073 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.