Heartwood Wealth Advisors LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 25,160 shares of XME stock, worth $1.39 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
25,160
Previous 25,117 0.17%
Holding current value
$1.39 Million
Previous $1.51 Million 1.45%
% of portfolio
0.18%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$57.95 - $65.15 $2,491 - $2,801
43 Added 0.17%
25,160 $1.49 Million
Q1 2024

Apr 02, 2024
SELL
$54.61 - $60.28 $31,673 - $34,962
-580 Reduced 2.26%
25,117 $1.51 Million
Q3 2023

Oct 17, 2023
BUY
$49.55 - $53.9 $16,500 - $17,948
333 Added 1.31%
25,697 $1.35 Million
Q2 2023

Jul 19, 2023
BUY
$44.52 - $53.48 $9,972 - $11,979
224 Added 0.89%
25,364 $1.29 Million
Q1 2023

Apr 14, 2023
BUY
$49.12 - $59.08 $28,587 - $34,384
582 Added 2.37%
25,140 $1.34 Million
Q4 2022

Jan 12, 2023
SELL
$48.09 - $54.79 $308,641 - $351,642
-6,418 Reduced 20.72%
24,558 $0
Q3 2022

Oct 25, 2022
BUY
N/A
933 Added 3.11%
30,976 $1.32 Million
Q2 2022

Jul 25, 2022
BUY
N/A
177 Added 0.59%
30,043 $1.3 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-446 Reduced 1.47%
29,866 $1.83 Million
Q4 2021

Jan 12, 2022
BUY
N/A
1,383 Added 4.78%
30,312 $1.36 Million
Q3 2021

Oct 12, 2021
SELL
N/A
-32 Reduced 0.11%
28,929 $1.21 Million
Q2 2021

Jul 21, 2021
BUY
N/A
2,711 Added 10.33%
28,961 $1.25 Million
Q1 2021

Apr 19, 2021
BUY
N/A
10,905 Added 71.07%
26,250 $1.05 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-2,998 Reduced 16.34%
15,345 $325,000
Q1 2020

May 04, 2020
SELL
N/A
-167,136 Reduced 90.11%
18,343 $296,000
Q4 2019

Jan 31, 2020
BUY
N/A
185,479 New
185,479 $5.43 Million

Others Institutions Holding XME

# of Institutions
352
Shares Held
26.5M
Call Options Held
2.62M
Put Options Held
10M
View Full List

About SPDR SER TR SPDR S&P METALS &

XME Quotes by TradingView
  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
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