D Spdr Series Trust shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of D Spdr Series Trust (XHE) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in D Spdr Series Trust
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Quarterly reported holdings in D Spdr Series Trust by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $416k | 4.9k | 84.23 |
| 2026-03-31 | $393k | 5.0k | 78.25 |
| 2025-12-31 | $497k | 5.6k | 88.23 |
| 2025-09-30 | $700k | 8.9k | 78.76 |
| 2025-06-30 | $722k | 8.9k | 81.21 |
| 2025-03-31 | $731k | 8.9k | 82.20 |
| 2024-12-31 | $703k | 7.9k | 88.51 |
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