Albion Financial Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Albion Financial Group’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
2024 Q1	–	Sell	-27	Closed	-$1.62K	–	522
2023 Q4	$1.62K	Buy	+27	New	+$1.43K	﹤0.01%	406

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Albion Financial Group's XME Position: Q1 2024 in Review

Albion Financial Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 27 shares — an estimated $1.62K sold.

Albion Financial Group first reported a position in XME in Q4 2023 and held it in 1 quarter. The position peaked at $1.62K in Q4 2023. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

Albion Financial Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
Albion Financial Group sold 27 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $1.62K.
Albion Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2023 and held it in 1 quarter.
Albion Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $1.62K in Q4 2023.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Albion Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.