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Aspen Investment Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Aspen Investment Management’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
Q3 		– Sell
-4,829
Closed -$210K – 144
2022
Q2 		$210K Buy
4,829
+50
+1% +$2.71K 0.13% 135
2022
Q1 		$292K Buy
+4,779
New +$243K 0.15% 121

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspen Investment Management's XME Position: Q3 2022 in Review

Aspen Investment Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2022, closing a stake of 4,829 shares — an estimated $210K sold.

Aspen Investment Management first reported a position in XME in Q1 2022 and held it in 2 quarters. The position peaked at $292K in Q1 2022. 245 funds tracked by Wall St. Rank hold XME as of Q3 2022.

  • Aspen Investment Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2022 after selling out during the quarter.
  • Aspen Investment Management sold 4,829 State Street SPDR S&P Metals & Mining ETF shares in Q3 2022, an estimated $210K.
  • Aspen Investment Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 2 quarters.
  • Aspen Investment Management's State Street SPDR S&P Metals & Mining ETF position peaked at $292K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2022.

Based on Aspen Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.