Heritage Wealth Advisors
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1591122
RICHMOND, VA
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,411
+$1,462 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 293 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,411 | 1,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $84,949 | 1,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $77,095 | 1,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,177 | 850 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $74,638 | 850 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $73,083 | 850 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $132,352 | 1,573 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $151,605 | 1,573 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,063 | 850 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $78,956 | 850 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $72,709 | 850 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $64,960 | 827 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $68,533 | 827 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $66,705 | 827 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $27,188 | 350 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||