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

Cadence 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
2021 Q4	–	Sell	-81,212	Closed	-$3.39M	–	38
2021 Q3	$3.39M	Sell	81,212 -79,227	-49%	-$3.43M	3.83%	7
2021 Q2	$6.91M	Buy	+160,439	New	+$6.97M	5.83%	8

Other funds holding XME

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cadence Wealth Management's XME Position: Q4 2021 in Review

Cadence Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2021, closing a stake of 81,212 shares — an estimated $3.39M sold.

Cadence Wealth Management first reported a position in XME in Q2 2021 and held it in 2 quarters. The position peaked at $6.91M in Q2 2021. 250 funds tracked by Wall St. Rank hold XME as of Q4 2021.

Cadence Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2021 after selling out during the quarter.
Cadence Wealth Management sold 81,212 State Street SPDR S&P Metals & Mining ETF shares in Q4 2021, an estimated $3.39M.
Cadence Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2021 and held it in 2 quarters.
Cadence Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $6.91M in Q2 2021.
250 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2021.

Based on Cadence Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.