Heritage Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Heritage Wealth Advisors's XLP Position: Q1 2026 in Review
Heritage Wealth Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 695 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #311.
Heritage Wealth Advisors first reported a position in XLP in Q4 2025 and has held it in 2 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.
- Heritage Wealth Advisors held 695 shares of State Street Consumer Staples Select Sector SPDR ETF worth $57K as of Q1 2026.
- Heritage Wealth Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
- State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #311 holding.
- Heritage Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
- 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.