SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 14,059 Value ($000) $600 Avg Close — Range —
Q3 2025
Shares 11,162 Value ($000) $973 Avg Close — Range —
Q2 2025
Shares 12,042 Value ($000) $983 Avg Close — Range —
Q1 2025
Shares 17,180 Value ($000) $1,355 Avg Close — Range —
Q4 2024
Shares 17,180 Value ($000) $1,300 Avg Close — Range —
Q3 2024
Shares 38,011 Value ($000) $3,071 Avg Close — Range —
Q2 2024
Shares 12,042 Value ($000) $821 Avg Close — Range —
Q1 2024
Shares 12,240 Value ($000) $804 Avg Close — Range —
Q4 2023
Shares 14,168 Value ($000) $897 Avg Close — Range —
Q3 2023
Shares 18,179 Value ($000) $1,071 Avg Close — Range —
Q2 2023
Shares 19,735 Value ($000) $1,291 Avg Close — Range —
Q1 2023
Shares 19,758 Value ($000) $1,337 Avg Close — Range —
Q4 2022
Shares 22,426 Value ($000) $1,581 Avg Close — Range —
Q3 2022
Shares 21,458 Value ($000) $1,406 Avg Close — Range —
Q2 2022
Shares 21,501 Value ($000) $1,508 Avg Close — Range —
Q1 2022
Shares 21,587 Value ($000) $1,607 Avg Close — Range —
Q4 2021
Shares 35,377 Value ($000) $2,532 Avg Close — Range —
Q3 2021
Shares 32,994 Value ($000) $2,107,685 Avg Close — Range —
Q2 2021
Shares 32,287 Value ($000) $2,041,505 Avg Close — Range —
Q1 2021
Shares 33,733 Value ($000) $2,160,234 Avg Close — Range —
Q4 2020
Shares 16,171 Value ($000) $1,014 Avg Close — Range —
Q3 2020
Shares 6,898 Value ($000) $409,588 Avg Close — Range —
Q2 2020
Shares 5,848 Value ($000) $329,988 Avg Close — Range —
Q1 2020
Shares 5,516 Value ($000) $305,627 Avg Close — Range —
Q4 2019
Shares 8,951 Value ($000) $578,397 Avg Close — Range —
Q3 2019
Shares 6,647 Value ($000) $430 Avg Close — Range —
Q2 2019
Shares 361 Value ($000) $21,511 Avg Close — Range —