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Aspiriant LLC’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Aspiriant LLC’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
2023
Q3 		– Sell
-5,425
Closed -$276K – 296
2023
Q2 		$276K Hold
5,425
– – 0.01% 235
2023
Q1 		$288K Buy
+5,425
New +$295K 0.02% 223
2022
Q4 		– Sell
-6,303
Closed -$268K – 292
2022
Q3 		$268K Hold
6,303
– – 0.01% 218
2022
Q2 		$274K Buy
+6,303
New +$342K 0.01% 221
2021
Q4 		– Sell
-10,063
Closed -$420K – 285
2021
Q3 		$420K Hold
10,063
– – 0.02% 171
2021
Q2 		$433K Buy
10,063
+5,000
+99% +$217K 0.02% 166
2021
Q1 		$202K Buy
+5,063
New +$186K 0.01% 198

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return