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

Heritage Wealth Management (Arizona)’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
2022 Q4	$887K	Buy	25,945 +10,715	+70%	+$362K	0.13%	125
2022 Q3	$462K	Sell	15,230 -1,187	-7%	-$39.2K	0.15%	106
2022 Q2	$516K	Sell	16,417 -3,559	-18%	-$123K	0.17%	98
2022 Q1	$765K	Buy	+19,976	New	+$781K	0.21%	80
2021 Q3	$101K	Buy	2,686 +135	+5%	+$5.05K	0.04%	340
2021 Q2	$94K	Buy	2,551 +9	+0.4%	+$329	0.04%	347
2021 Q1	$87K	Buy	+2,542	New	+$81.7K	0.05%	269

Other funds holding XLF

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

Heritage Wealth Management (Arizona) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 70% in Q4 2022, buying an estimated $362K and bringing the position to 25,945 shares worth $887K. The position accounts for 0.13% of the portfolio, ranked #125.

Heritage Wealth Management (Arizona) first reported a position in XLF in Q1 2021 and has held it in 7 quarters since. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Heritage Wealth Management (Arizona) held 25,945 shares of State Street Financial Select Sector SPDR ETF worth $887K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 10,715 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $362K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #125 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 7 quarters since.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

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