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

Atria Wealth Solutions’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
2025 Q2	$950K	Sell	13,797 -105	-0.8%	-$6.23K	0.02%	657
2025 Q1	$778K	Buy	13,902 +1,165	+9%	+$68.5K	0.01%	981
2024 Q4	$723K	Buy	12,737 +6,780	+114%	+$437K	0.01%	1061
2024 Q3	$380K	Sell	5,957 -752	-11%	-$45K	﹤0.01%	1378
2024 Q2	$398K	Sell	6,709 -246	-4%	-$15.1K	﹤0.01%	1346
2024 Q1	$419K	Sell	6,955 -150	-2%	-$8.56K	﹤0.01%	1348
2023 Q4	$425K	Sell	7,105 -118	-2%	-$6.25K	0.01%	1298
2023 Q3	$379K	Buy	7,223 +623	+9%	+$32.3K	0.01%	1274
2023 Q2	$335K	Buy	6,600 +469	+8%	+$23K	﹤0.01%	1370
2023 Q1	$326K	Sell	6,131 -10	-0.2%	-$544	﹤0.01%	1365
2022 Q4	$306K	Buy	6,141 +14	+0.2%	+$694	﹤0.01%	1350
2022 Q3	$260K	Hold	6,127	–	–	﹤0.01%	1389
2022 Q2	$266K	Sell	6,127 -1,079	-15%	-$58.6K	0.01%	1278
2022 Q1	$442K	Buy	+7,206	New	+$367K	0.01%	1132

Other funds holding XME

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

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

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return