SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 1,700 Value ($000) $77 Avg Close — Range —
Q3 2025
Shares 850 Value ($000) $76 Avg Close — Range —
Q2 2025
Shares 850 Value ($000) $75 Avg Close — Range —
Q1 2025
Shares 850 Value ($000) $73 Avg Close — Range —
Q4 2024
Shares 1,573 Value ($000) $132 Avg Close — Range —
Q3 2024
Shares 1,573 Value ($000) $152 Avg Close — Range —
Q2 2024
Shares 850 Value ($000) $75 Avg Close — Range —
Q1 2024
Shares 850 Value ($000) $79 Avg Close — Range —
Q4 2023
Shares 850 Value ($000) $73 Avg Close — Range —
Q3 2023
Shares 827 Value ($000) $65 Avg Close — Range —
Q2 2023
Shares 827 Value ($000) $69 Avg Close — Range —
Q1 2023
Shares 827 Value ($000) $67 Avg Close — Range —
Q4 2022
Shares 350 Value ($000) $27 Avg Close — Range —