Heartwood Wealth Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.68M	Sell	15,541 -2,534	-14%	-$296K	0.15%	70
2025 Q4	$1.87M	Buy	18,075 +695	+4%	+$68.7K	0.17%	56
2025 Q3	$1.62M	Sell	17,380 -8,386	-33%	-$669K	0.15%	60
2025 Q2	$1.73M	Buy	25,766 +35	+0.1%	+$2.08K	0.18%	51
2025 Q1	$1.44M	Sell	25,731 -700	-3%	-$41.1K	0.16%	55
2024 Q4	$1.5M	Hold	26,431	–	–	0.17%	46
2024 Q3	$1.68M	Buy	26,431 +1,271	+5%	+$76.1K	0.19%	44
2024 Q2	$1.49M	Buy	25,160 +43	+0.2%	+$2.63K	0.18%	45
2024 Q1	$1.51M	Sell	25,117 -580	-2%	-$33.1K	0.19%	42
2023 Q4	$1.54M	Hold	25,697	–	–	0.2%	40
2023 Q3	$1.35M	Buy	25,697 +333	+1%	+$17.3K	0.2%	42
2023 Q2	$1.29M	Buy	25,364 +224	+0.9%	+$11K	0.18%	43
2023 Q1	$1.34M	Buy	25,140 +582	+2%	+$31.7K	0.2%	40
2022 Q4	$1.22M	Sell	24,558 -6,418	-21%	-$318K	0.19%	41
2022 Q3	$1.32M	Buy	30,976 +933	+3%	+$43.7K	0.23%	38
2022 Q2	$1.3M	Buy	30,043 +177	+0.6%	+$9.61K	0.21%	38
2022 Q1	$1.83M	Sell	29,866 -446	-1%	-$22.7K	0.27%	35
2021 Q4	$1.36M	Buy	30,312 +1,383	+5%	+$60.6K	0.2%	38
2021 Q3	$1.21M	Sell	28,929 -32	-0.1%	-$1.38K	0.19%	40
2021 Q2	$1.25M	Buy	28,961 +2,711	+10%	+$118K	0.19%	40
2021 Q1	$1.05M	Buy	26,250 +10,905	+71%	+$401K	0.17%	40
2020 Q4	$513K	Hold	15,345	–	–	0.08%	53
2020 Q3	$357K	Hold	15,345	–	–	0.07%	59
2020 Q2	$325K	Sell	15,345 -2,998	-16%	-$59.2K	0.06%	57
2020 Q1	$296K	Sell	18,343 -167,136	-90%	-$3.88M	0.07%	51
2019 Q4	$5.43M	Buy	+185,479	New	+$5.06M	1.04%	24