Heritage Wealth Management (Arizona)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$28.1K	Buy	724 +362	+100%	+$13.9K	﹤0.01%	595
2022 Q3	$12K	Hold	362	–	–	﹤0.01%	628
2022 Q2	$13.3K	Hold	362	–	–	﹤0.01%	622
2022 Q1	$16K	Buy	+362	New	+$15.4K	﹤0.01%	641
2021 Q3	$25K	Hold	634	–	–	0.01%	532
2021 Q2	$26K	Buy	+634	New	+$26.7K	0.01%	528

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XLB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 100% in Q4 2022, buying an estimated $13.9K and bringing the position to 724 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Heritage Wealth Management (Arizona) first reported a position in XLB in Q2 2021 and has held it in 6 quarters since. 749 funds tracked by Wall St. Rank hold XLB as of Q4 2022.

Heritage Wealth Management (Arizona) held 724 shares of State Street Materials Select Sector SPDR ETF worth $28.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 362 State Street Materials Select Sector SPDR ETF shares in Q4 2022, an estimated $13.9K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #595 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
749 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.