BBJS Financial Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

BBJS Financial Advisors’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	$8.39M	Sell	131,660 -43,042	-25%	-$2.58M	2.99%	10
2024 Q2	$10.4M	Buy	174,702 +46,735	+37%	+$2.86M	3.86%	9
2024 Q1	$7.71M	Buy	127,967 +63,764	+99%	+$3.64M	2.75%	10
2023 Q4	$3.84M	Buy	64,203 +2,675	+4%	+$142K	1.33%	20
2023 Q3	$3.23M	Buy	61,528 +590	+1%	+$30.6K	1.22%	23
2023 Q2	$3.1M	Buy	60,938 +180	+0.3%	+$8.84K	1.24%	21
2023 Q1	$3.23M	Sell	60,758 -61,774	-50%	-$3.36M	1.32%	20
2022 Q4	$6.1M	Buy	+122,532	New	+$6.08M	2.75%	13

Other funds holding XME

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBJS Financial Advisors's XME Position: Q3 2024 in Review

BBJS Financial Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 25% in Q3 2024, selling an estimated $2.58M and leaving 131,660 shares worth $8.39M. The position accounts for 2.99% of the portfolio, ranked #10.

BBJS Financial Advisors first reported a position in XME in Q4 2022 and has held it in 8 quarters since. The position peaked at $10.4M in Q2 2024. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

BBJS Financial Advisors held 131,660 shares of State Street SPDR S&P Metals & Mining ETF worth $8.39M as of Q3 2024.
BBJS Financial Advisors sold 43,042 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $2.58M.
State Street SPDR S&P Metals & Mining ETF made up 2.99% of BBJS Financial Advisors's portfolio in Q3 2024, its #10 holding.
BBJS Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $10.4M in Q2 2024.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.