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

BigSur 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
2023 Q2	–	Sell	-10,950	Closed	-$582K	–	134
2023 Q1	$582K	Hold	10,950	–	–	0.27%	79
2022 Q4	$545K	Hold	10,950	–	–	0.26%	81
2022 Q3	$465K	Hold	10,950	–	–	0.24%	82
2022 Q2	$475K	Hold	10,950	–	–	0.22%	84
2022 Q1	$671K	Buy	+10,950	New	+$558K	0.26%	79

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

HIIFS

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

BigSur Wealth Management's XME Position: Q2 2023 in Review

BigSur Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2023, closing a stake of 10,950 shares — an estimated $582K sold.

BigSur Wealth Management first reported a position in XME in Q1 2022 and held it in 5 quarters. The position peaked at $671K in Q1 2022. 277 funds tracked by Wall St. Rank hold XME as of Q2 2023.

BigSur Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2023 after selling out during the quarter.
BigSur Wealth Management sold 10,950 State Street SPDR S&P Metals & Mining ETF shares in Q2 2023, an estimated $582K.
BigSur Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 5 quarters.
BigSur Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $671K in Q1 2022.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on BigSur Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.