Heritage Oak Wealth Advisors »

Technology SPDR shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 5.2k 226.23

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Technology SPDR

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
Susquehanna International
LPL Financial
UBS Group
Envestnet Asset Management
Citadel Advisors
Goldman Sachs Group
Churchill Management Corp.
Ameriprise Financial
Raymond James & Associates
Royal Bank of Canada
Branch Banking & Trust Company
Janney Montgomery Scott

View all funds holding Technology SPDR