SPDR SER TR

Ticker: XOP CUSIP: 78468R556 Class: S&P OILGAS EXP

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,682 Value ($000) $1,601 Avg Close — Range —
Q3 2025
Shares 13,621 Value ($000) $1,801 Avg Close — Range —
Q2 2025
Shares 15,798 Value ($000) $1,987 Avg Close — Range —
Q1 2025
Shares 15,730 Value ($000) $2,072 Avg Close — Range —
Q4 2024
Shares 12,458 Value ($000) $1,649 Avg Close — Range —
Q2 2024
Shares 8,557 Value ($000) $1,245 Avg Close — Range —