Bridge Advisory’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bridge Advisory’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	$2.41M	Sell	37,883 -626	-2%	-$37.5K	1.15%	21
2024 Q2	$2.28M	Sell	38,509 -2,524	-6%	-$155K	1.13%	22
2024 Q1	$2.47M	Buy	41,033 +32,843	+401%	+$1.88M	1.23%	22
2023 Q4	$490K	Sell	8,190 -3,586	-30%	-$190K	0.25%	72
2023 Q3	$618K	Sell	11,776 -712	-6%	-$36.9K	0.22%	83
2023 Q2	$635K	Sell	12,488 -553	-4%	-$27.2K	0.23%	75
2023 Q1	$693K	Sell	13,041 -677	-5%	-$36.8K	0.27%	67
2022 Q4	$683K	Buy	13,718 +8,292	+153%	+$411K	0.29%	71
2022 Q3	$231K	Buy	5,426 +29	+0.5%	+$1.36K	0.11%	105
2022 Q2	$229K	Buy	+5,397	New	+$293K	0.11%	104

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

Bridge Advisory's XME Position: Q3 2024 in Review

Bridge Advisory reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 1.6% in Q3 2024, selling an estimated $37.5K and leaving 37,883 shares worth $2.41M. The position accounts for 1.15% of the portfolio, ranked #21.

Bridge Advisory first reported a position in XME in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.47M in Q1 2024. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

Bridge Advisory held 37,883 shares of State Street SPDR S&P Metals & Mining ETF worth $2.41M as of Q3 2024.
Bridge Advisory sold 626 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $37.5K.
State Street SPDR S&P Metals & Mining ETF made up 1.15% of Bridge Advisory's portfolio in Q3 2024, its #21 holding.
Bridge Advisory first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2022 and has held it in 10 quarters since.
Bridge Advisory's State Street SPDR S&P Metals & Mining ETF position peaked at $2.47M in Q1 2024.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.