AE Wealth Management’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.48M | Buy |
111,294
+109,343
| +5,604% | +$7.35M | 0.05% | 296 |
|
2025
Q1 | $109K | Sell |
1,951
-412
| -17% | -$23.1K | ﹤0.01% | 1419 |
|
2024
Q4 | $134K | Buy |
+2,363
| New | +$134K | ﹤0.01% | 1365 |
|
2024
Q1 | – | Sell |
-5,743
| Closed | -$328K | – | 2021 |
|
2023
Q4 | $328K | Buy |
5,743
+1,215
| +27% | +$69.3K | ﹤0.01% | 1657 |
|
2023
Q3 | $238K | Buy |
4,528
+490
| +12% | +$25.7K | ﹤0.01% | 1708 |
|
2023
Q2 | $205K | Sell |
4,038
-704
| -15% | -$35.8K | ﹤0.01% | 1738 |
|
2023
Q1 | $252K | Buy |
+4,742
| New | +$252K | ﹤0.01% | 1626 |
|
2022
Q2 | – | Sell |
-3,646
| Closed | -$223K | – | 1852 |
|
2022
Q1 | $223K | Buy |
+3,646
| New | +$223K | ﹤0.01% | 1542 |
|
2021
Q3 | – | Sell |
-12,129
| Closed | -$522K | – | 1690 |
|
2021
Q2 | $522K | Buy |
+12,129
| New | +$522K | ﹤0.01% | 1124 |
|