Altium Wealth Management’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
2022
Q2
$222K Hold
5,122
0.02% 340
2022
Q1
$314K Hold
5,122
0.02% 317
2021
Q4
$229K Buy
+5,122
New +$224K 0.01% 348

Other funds holding XME

Altium Wealth Management's XME Position: Q2 2022 in Review

Altium Wealth Management held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2022 at 5,122 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #340.

Altium Wealth Management first reported a position in XME in Q4 2021 and has held it in 3 quarters since. The position peaked at $314K in Q1 2022. 278 funds tracked by Wall St. Rank hold XME as of Q2 2022.

  • Altium Wealth Management held 5,122 shares of State Street SPDR S&P Metals & Mining ETF worth $222K as of Q2 2022.
  • Altium Wealth Management left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2022.
  • State Street SPDR S&P Metals & Mining ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #340 holding.
  • Altium Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2021 and has held it in 3 quarters since.
  • Altium Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $314K 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 Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.