SPDR S&P Metals and Mining shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of SPDR S&P Metals and Mining (XME) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak 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 Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 32k | 93.19 |
| 2025-06-30 | $2.5M | 38k | 67.22 |
| 2025-03-31 | $2.1M | 38k | 55.99 |
| 2024-12-31 | $2.6M | 46k | 56.75 |
| 2024-06-30 | $2.0M | 34k | 59.33 |
More positions owned by Heritage Oak Wealth Advisors
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