SPDR SER TR

Ticker: XME CUSIP: 78464A755 Class: ETF

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,310 Value ($000) $3,348 Avg Close — Range —
Q3 2025
Shares 32,403 Value ($000) $3,020 Avg Close — Range —
Q2 2025
Shares 37,711 Value ($000) $2,535 Avg Close — Range —
Q1 2025
Shares 37,869 Value ($000) $2,120 Avg Close — Range —
Q4 2024
Shares 46,362 Value ($000) $2,631 Avg Close — Range —
Q2 2024
Shares 33,890 Value ($000) $2,011 Avg Close — Range —