SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q3 2025
Shares 2,962 Value ($000) $457 Avg Close — Range —
Q3 2024
Shares 27,375 Value ($000) $3,708 Avg Close — Range —