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

Heritage Wealth Management (Arizona)’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$157K	Buy	1,603 +805	+101%	+$76.7K	0.02%	357
2022 Q3	$66K	Buy	798 +3	+0.4%	+$276	0.02%	370
2022 Q2	$69.4K	Sell	795 -59	-7%	-$5.56K	0.02%	370
2022 Q1	$88K	Buy	+854	New	+$86.7K	0.02%	388
2021 Q3	$86K	Buy	882 +3	+0.3%	+$308	0.03%	368
2021 Q2	$90K	Buy	+879	New	+$90.1K	0.03%	355

Other funds holding XLI

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

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

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

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

AWA

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 101% in Q4 2022, buying an estimated $76.7K and bringing the position to 1,603 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #357.

Heritage Wealth Management (Arizona) first reported a position in XLI in Q2 2021 and has held it in 6 quarters since. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,603 shares of State Street Industrial Select Sector SPDR ETF worth $157K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 805 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $76.7K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #357 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

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