Heritage Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$835K	Hold	16,909	–	–	0.03%	100
2025 Q4	$926K	Hold	16,909	–	–	0.04%	113
2025 Q3	$911K	Hold	16,909	–	–	0.04%	89
2025 Q2	$886K	Hold	16,909	–	–	0.04%	93
2025 Q1	$842K	Hold	16,909	–	–	0.04%	90
2024 Q4	$817K	Hold	16,909	–	–	0.04%	94
2024 Q3	$766K	Hold	16,909	–	–	0.04%	105
2024 Q2	$695K	Hold	16,909	–	–	0.03%	109
2024 Q1	$712K	Hold	16,909	–	–	0.03%	116
2023 Q4	$636K	Hold	16,909	–	–	0.03%	126
2023 Q3	$561K	Sell	16,909 -645	-4%	-$22.2K	0.03%	124
2023 Q2	$592K	Hold	17,554	–	–	0.03%	119
2023 Q1	$564K	Hold	17,554	–	–	0.03%	120
2022 Q4	$600K	Buy	17,554 +350	+2%	+$11.8K	0.03%	115
2022 Q3	$522K	Sell	17,204 -1,833	-10%	-$60.6K	0.04%	117
2022 Q2	$599K	Buy	19,037 +2,691	+16%	+$93K	0.04%	113
2022 Q1	$626K	Buy	16,346 +9,259	+131%	+$362K	0.03%	116
2021 Q4	$277K	Hold	7,087	–	–	0.02%	175
2021 Q3	$266K	Hold	7,087	–	–	0.02%	175
2021 Q2	$260K	Hold	7,087	–	–	0.02%	183
2021 Q1	$241K	Buy	7,087 +860	+14%	+$27.6K	0.01%	188
2020 Q4	$184K	Buy	6,227 +5,060	+434%	+$135K	0.01%	203
2020 Q3	$28.1K	Hold	1,167	–	–	﹤0.01%	323
2020 Q2	$27K	Sell	1,167 -9,360	-89%	-$213K	﹤0.01%	305
2020 Q1	$219K	Buy	+10,527	New	+$290K	0.04%	124
2019 Q4	–	Sell	-520	Closed	-$14K	–	726
2019 Q3	$14K	Buy	+520	New	+$14.4K	﹤0.01%	376
2019 Q1	–	Sell	-63,462	Closed	-$1.51M	–	464
2018 Q4	$1.51M	Buy	63,462 +60,057	+1,764%	+$1.56M	0.3%	45
2018 Q3	$93K	Buy	+3,405	New	+$95.3K	0.02%	164

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Advisors's XLF Position: Q1 2026 in Review

Heritage Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2026 at 16,909 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #100.

Heritage Wealth Advisors first reported a position in XLF in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.51M in Q4 2018. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Heritage Wealth Advisors held 16,909 shares of State Street Financial Select Sector SPDR ETF worth $835K as of Q1 2026.
Heritage Wealth Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #100 holding.
Heritage Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and has held it in 28 quarters since.
Heritage Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.51M in Q4 2018.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.