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SPDR S&P Biotech shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in SPDR S&P Biotech

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Biotech held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Biotech by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 1.7k 121.93

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Series Kensington Hedge (KHPI)
Managed Portfolio Series Kensington Cr Op
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Series Trust State Street Spd (XME)
Ishares Tr Broad Usd High (USHY)
Planet Fitness Cl A (PLNT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Heritage Oak Wealth Advisors

Top funds holding SPDR S&P Biotech

Goldman Sachs Group
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Susquehanna International
Citadel Advisors
Jane Street
Bnp Paribas Arbitrage, Snc
UBS Group
Millennium Management
Peak6
Wells Fargo & Company
Barclays
Balyasny Asset Management
Canada Pension Plan Investment Board
Leucadia National Corporation

View all funds holding SPDR S&P Biotech