SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 3,991 Value ($000) $477 Avg Close — Range —
Q3 2024
Shares 3,844 Value ($000) $770 Avg Close — Range —