Heritage Oak Wealth Advisors LLC Industrial Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,962 shares of XLI stock, worth $450,253. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,962
Holding current value
$450,253
% of portfolio
0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$147.94 - $154.99 $438,198 - $459,080
2,962 New
2,962 $457 Million
Q3 2024

Oct 23, 2024
BUY
$120.56 - $135.44 $3.3 Million - $3.71 Million
27,375 New
27,375 $3.71 Billion

Others Institutions Holding XLI

# of Institutions
1,654
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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