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

Bell Investment 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
2023
Q3 		– Sell
-531
Closed -$27K – 2001
2023
Q2 		$27K Buy
531
+2
+0.4% +$98 0.01% 250
2023
Q1 		$28.1K Buy
+529
New +$28.8K 0.01% 241

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

Bell Investment Advisors's XME Position: Q3 2023 in Review

Bell Investment Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 531 shares — an estimated $27K sold.

Bell Investment Advisors first reported a position in XME in Q1 2023 and held it in 2 quarters. The position peaked at $28.1K in Q1 2023. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

  • Bell Investment Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 531 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $27K.
  • Bell Investment Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2023 and held it in 2 quarters.
  • Bell Investment Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $28.1K in Q1 2023.
  • 266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.