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

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 37,711 shares of XME stock, worth $2.6 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
37,711
Previous 37,869 0.42%
Holding current value
$2.6 Million
Previous $2.12 Billion 19.56%
% of portfolio
0.98%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$48.48 - $67.3 $7,659 - $10,633
-158 Reduced 0.42%
37,711 $2.53 Billion
Q1 2025

Apr 28, 2025
SELL
$53.81 - $62.59 $457,008 - $531,576
-8,493 Reduced 18.32%
37,869 $2.12 Billion
Q4 2024

Feb 05, 2025
BUY
$56.27 - $69.89 $2.61 Million - $3.24 Million
46,362 New
46,362 $2.63 Billion
Q2 2024

Aug 28, 2024
BUY
$57.95 - $65.15 $1.96 Million - $2.21 Million
33,890 New
33,890 $2.01 Billion

Others Institutions Holding XME

# of Institutions
325
Shares Held
21.8M
Call Options Held
4.83M
Put Options Held
7.92M
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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