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

Blue Bell Private 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 Q3	–	Sell	-200	Closed	-$10.2K	–	702
2023 Q2	$10.2K	Hold	200	–	–	﹤0.01%	414
2023 Q1	$10.6K	Hold	200	–	–	﹤0.01%	371
2022 Q4	$9.96K	Hold	200	–	–	﹤0.01%	377
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	403
2022 Q2	$9K	Buy	+200	New	+$10.9K	﹤0.01%	406

Other funds holding XME

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

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

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

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Blue Bell Private Wealth Management's XME Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 200 shares — an estimated $10.2K sold.

Blue Bell Private Wealth Management first reported a position in XME in Q2 2022 and held it in 5 quarters. The position peaked at $10.6K in Q1 2023. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $10.2K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2022 and held it in 5 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $10.6K 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 Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.