SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 16,909 Value ($000) $926 Avg Close Range
Q3 2025
Shares 16,909 Value ($000) $911 Avg Close Range
Q2 2025
Shares 16,909 Value ($000) $886 Avg Close Range
Q1 2025
Shares 16,909 Value ($000) $842 Avg Close Range
Q4 2024
Shares 16,909 Value ($000) $817 Avg Close Range
Q3 2024
Shares 16,909 Value ($000) $766 Avg Close Range
Q2 2024
Shares 16,909 Value ($000) $695 Avg Close Range
Q1 2024
Shares 16,909 Value ($000) $712 Avg Close Range
Q4 2023
Shares 16,909 Value ($000) $636 Avg Close Range
Q3 2023
Shares 16,909 Value ($000) $561 Avg Close Range
Q2 2023
Shares 17,554 Value ($000) $592 Avg Close Range
Q1 2023
Shares 17,554 Value ($000) $564 Avg Close Range
Q4 2022
Shares 17,554 Value ($000) $600 Avg Close Range
Q3 2022
Shares 17,204 Value ($000) $522 Avg Close Range
Q2 2022
Shares 19,037 Value ($000) $599 Avg Close Range
Q1 2022
Shares 16,346 Value ($000) $626 Avg Close Range
Q4 2021
Shares 7,087 Value ($000) $277 Avg Close Range
Q3 2021
Shares 7,087 Value ($000) $265,975 Avg Close Range
Q2 2021
Shares 7,087 Value ($000) $260,022 Avg Close Range
Q1 2021
Shares 7,087 Value ($000) $241,312 Avg Close Range
Q4 2020
Shares 6,227 Value ($000) $184 Avg Close Range
Q3 2020
Shares 1,167 Value ($000) $28,090 Avg Close Range
Q2 2020
Shares 1,167 Value ($000) $27,004 Avg Close Range
Q1 2020
Shares 10,527 Value ($000) $219,172 Avg Close Range
Q3 2019
Shares 520 Value ($000) $14 Avg Close Range
Q4 2018
Shares 63,462 Value ($000) $1,511 Avg Close Range
Q3 2018
Shares 3,405 Value ($000) $93 Avg Close Range