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

Avitas 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 Q4	–	Sell	-3,468	Closed	-$221K	–	204
2024 Q3	$221K	Sell	3,468 -59	-2%	-$3.53K	0.03%	195
2024 Q2	$209K	Buy	3,527 +9	+0.3%	+$551	0.03%	203
2024 Q1	$212K	Sell	3,518 -36	-1%	-$2.06K	0.03%	203
2023 Q4	$213K	Buy	+3,554	New	+$188K	0.04%	195
2022 Q2	–	Sell	-4,851	Closed	-$297K	–	233
2022 Q1	$297K	Sell	4,851 -1,636	-25%	-$83.3K	0.05%	180
2021 Q4	$290K	Sell	6,487 -53	-0.8%	-$2.32K	0.05%	172
2021 Q3	$273K	Sell	6,540 -22	-0.3%	-$951	0.05%	186
2021 Q2	$283K	Buy	6,562 +109	+2%	+$4.74K	0.05%	193
2021 Q1	$258K	Buy	+6,453	New	+$238K	0.05%	204

Other funds holding XME

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HIIFS

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Avitas Wealth Management's XME Position: Q4 2024 in Review

Avitas Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2024, closing a stake of 3,468 shares — an estimated $221K sold.

Avitas Wealth Management first reported a position in XME in Q1 2021 and held it in 9 quarters. The position peaked at $297K in Q1 2022. 277 funds tracked by Wall St. Rank hold XME as of Q4 2024.

Avitas Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2024 after selling out during the quarter.
Avitas Wealth Management sold 3,468 State Street SPDR S&P Metals & Mining ETF shares in Q4 2024, an estimated $221K.
Avitas Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and held it in 9 quarters.
Avitas Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $297K in Q1 2022.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.