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

Alaethes Wealth’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-265	Closed	-$16K	–	301
2022 Q1	$16K	Hold	265	–	–	0.01%	195
2021 Q4	$12K	Hold	265	–	–	0.01%	191
2021 Q3	$11K	Buy	265 +23	+10%	+$995	0.01%	187
2021 Q2	$10K	Buy	+242	New	+$10.5K	0.01%	190

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Alaethes Wealth's XME Position: Q2 2022 in Review

Alaethes Wealth sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2022, closing a stake of 265 shares — an estimated $16K sold.

Alaethes Wealth first reported a position in XME in Q2 2021 and held it in 4 quarters. The position peaked at $16K in Q1 2022. 278 funds tracked by Wall St. Rank hold XME as of Q2 2022.

Alaethes Wealth reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 265 State Street SPDR S&P Metals & Mining ETF shares in Q2 2022, an estimated $16K.
Alaethes Wealth first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's State Street SPDR S&P Metals & Mining ETF position peaked at $16K in Q1 2022.
278 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.