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

Heritage Wealth Management (Arizona)’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
2022 Q4	$567K	Buy	12,962 +8,354	+181%	+$364K	0.08%	186
2022 Q3	$166K	Buy	4,608 +174	+4%	+$6.58K	0.05%	265
2022 Q2	$159K	Buy	4,434 +72	+2%	+$2.89K	0.05%	278
2022 Q1	$167K	Buy	+4,362	New	+$151K	0.05%	303
2021 Q3	$105K	Buy	4,022 +1,064	+36%	+$26.4K	0.04%	330
2021 Q2	$80K	Buy	+2,958	New	+$76.9K	0.03%	381

Other funds holding XLE

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 181% in Q4 2022, buying an estimated $364K and bringing the position to 12,962 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #186.

Heritage Wealth Management (Arizona) first reported a position in XLE in Q2 2021 and has held it in 6 quarters since. 1,722 funds tracked by Wall St. Rank hold XLE as of Q4 2022.

Heritage Wealth Management (Arizona) held 12,962 shares of State Street Energy Select Sector SPDR ETF worth $567K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 8,354 State Street Energy Select Sector SPDR ETF shares in Q4 2022, an estimated $364K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #186 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
1,722 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2022.

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