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

Bourgeon Capital 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
Q1 		– Sell
-226
Closed -$13.5K – 397
2023
Q4 		$13.5K Hold
226
– – ﹤0.01% 232
2023
Q3 		$11.9K Hold
226
– – ﹤0.01% 230
2023
Q2 		$11.5K Hold
226
– – ﹤0.01% 242
2023
Q1 		$12K Hold
226
– – ﹤0.01% 225
2022
Q4 		$11.3K Hold
226
– – ﹤0.01% 233
2022
Q3 		$10K Hold
226
– – ﹤0.01% 221
2022
Q2 		$10K Hold
226
– – ﹤0.01% 221
2022
Q1 		$14K Buy
+226
New +$11.5K ﹤0.01% 217

Other funds holding XME

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return