SELECT SECTOR SPDR TR

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

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

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

Q2 2025
Shares 3,607 Value ($000) $295 Avg Close — Range —
Q4 2024
Shares 2,900 Value ($000) $220 Avg Close — Range —
Q3 2024
Shares 30,799 Value ($000) $2,488 Avg Close — Range —
Q2 2024
Shares 3,315 Value ($000) $226 Avg Close — Range —