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Industrial SPDR shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR 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 Industrial SPDR by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $457k 3.0k 154.23
2024-09-30 $3.7M 27k 135.44

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Industrial SPDR

LMR Partners
Gates Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Goldman Sachs Group
Elliott Investment Management
UBS Group
Wells Fargo & Company
LPL Financial
Migdal Insurance & Financial Holdings
Menora Mivtachim Holdings
Bnp Paribas Arbitrage, Snc
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
Fisher Investments

View all funds holding Industrial SPDR