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

Avior Wealth 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
2024 Q3	–	Sell	-80	Closed	-$4.75K	–	2414
2024 Q2	$4.75K	Hold	80	–	–	﹤0.01%	1739
2024 Q1	$4.82K	Hold	80	–	–	﹤0.01%	2098
2023 Q4	$4.79K	Hold	80	–	–	﹤0.01%	1156
2023 Q3	$4.2K	Hold	80	–	–	﹤0.01%	1242
2023 Q2	$4.07K	Hold	80	–	–	﹤0.01%	1234
2023 Q1	$4.25K	Hold	80	–	–	﹤0.01%	1249
2022 Q4	$3.98K	Buy	+80	New	+$3.97K	﹤0.01%	983

Other funds holding XME

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

HIIFS

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Avior Wealth Management's XME Position: Q3 2024 in Review

Avior Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2024, closing a stake of 80 shares — an estimated $4.75K sold.

Avior Wealth Management first reported a position in XME in Q4 2022 and held it in 7 quarters. The position peaked at $4.82K in Q1 2024. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

Avior Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 80 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $4.75K.
Avior Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 7 quarters.
Avior Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $4.82K in Q1 2024.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.