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

Brown Miller 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
2024 Q1	–	Sell	-8,845	Closed	-$529K	–	128
2023 Q4	$529K	Buy	8,845 +334	+4%	+$17.7K	0.26%	74
2023 Q3	$447K	Buy	8,511 +1,005	+13%	+$52.1K	0.25%	74
2023 Q2	$381K	Buy	7,506 +1,055	+16%	+$51.8K	0.21%	87
2023 Q1	$343K	Buy	+6,451	New	+$351K	0.2%	90

Other funds holding XME

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

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

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

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

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

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

Brown Miller Wealth Management's XME Position: Q1 2024 in Review

Brown Miller Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 8,845 shares — an estimated $529K sold.

Brown Miller Wealth Management first reported a position in XME in Q1 2023 and held it in 4 quarters. The position peaked at $529K in Q4 2023. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

Brown Miller Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
Brown Miller Wealth Management sold 8,845 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $529K.
Brown Miller Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2023 and held it in 4 quarters.
Brown Miller Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $529K in Q4 2023.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Brown Miller Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.