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Heritage Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Heritage Wealth Partners’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
2024
Q3 		– Sell
-4,967
Closed -$605K – 71
2024
Q2 		$605K Buy
+4,967
New +$612K 0.88% 28

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Heritage Wealth Partners's XLI Position: Q3 2024 in Review

Heritage Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 4,967 shares — an estimated $605K sold.

Heritage Wealth Partners first reported a position in XLI in Q2 2024 and held it in 1 quarter. The position peaked at $605K in Q2 2024. 1,265 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

  • Heritage Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Partners sold 4,967 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $605K.
  • Heritage Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Heritage Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $605K in Q2 2024.
  • 1,265 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Heritage Wealth Partners's 13F filing for Q3 2024, filed 9 Oct 2024.