SPDR S&P Metals and Mining shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Metals and Mining (XME) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in SPDR S&P Metals and Mining
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Quarterly reported holdings in SPDR S&P Metals and Mining by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 93.19 |
| 2025-06-30 | $1.7M | 26k | 67.22 |
| 2025-03-31 | $1.4M | 26k | 55.99 |
| 2024-12-31 | $1.5M | 26k | 56.75 |
| 2024-09-30 | $1.7M | 26k | 63.72 |
| 2024-06-30 | $1.5M | 25k | 59.33 |
| 2024-03-31 | $1.5M | 25k | 60.28 |
| 2023-12-31 | $1.5M | 26k | 59.83 |
| 2023-09-30 | $1.3M | 26k | 52.50 |
| 2023-06-30 | $1.3M | 25k | 50.82 |
| 2023-03-31 | $1.3M | 25k | 53.16 |
| 2022-12-31 | $1.2M | 25k | 49.81 |
| 2022-09-30 | $1.3M | 31k | 42.48 |
| 2022-06-30 | $1.3M | 30k | 43.40 |
| 2022-03-31 | $1.8M | 30k | 61.27 |
| 2021-12-31 | $1.4M | 30k | 44.77 |
| 2021-09-30 | $1.2M | 29k | 41.72 |
| 2021-06-30 | $1.2M | 29k | 43.06 |
| 2021-03-31 | $1.0M | 26k | 39.92 |
| 2020-12-31 | $513k | 15k | 33.43 |
| 2020-09-30 | $357k | 15k | 23.26 |
| 2020-06-30 | $325k | 15k | 21.18 |
| 2020-03-31 | $296k | 18k | 16.14 |
| 2019-12-31 | $5.4M | 186k | 29.29 |