Heritage Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.62M	Hold	26,335	–	–	0.06%	63
2026 Q2	$1.4M	Hold	26,335	–	–	0.05%	72
2026 Q1	$1.61M	Sell	26,335 -3,266	-11%	-$175K	0.06%	62
2025 Q4	$1.32M	Buy	+29,601	New	+$1.32M	0.05%	88

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Heritage Wealth Advisors's XLE Position: Q3 2026 in Review

Heritage Wealth Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 26,335 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #63.

Heritage Wealth Advisors first reported a position in XLE in Q4 2025 and has held it in 4 quarters since. 1,383 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Heritage Wealth Advisors held 26,335 shares of State Street Energy Select Sector SPDR ETF worth $1.62M as of Q3 2026.
Heritage Wealth Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.06% of Heritage Wealth Advisors's portfolio in Q3 2026, its #63 holding.
Heritage Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
1,383 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.