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

Capital Advisors 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
2022 Q3	–	Sell	-23,890	Closed	-$1.04M	–	125
2022 Q2	$1.04M	Sell	23,890 -86,290	-78%	-$4.69M	0.34%	43
2022 Q1	$6.75M	Sell	110,180 -73,169	-40%	-$3.73M	2.07%	14
2021 Q4	$8.21M	Buy	183,349 +8,169	+5%	+$358K	2.49%	13
2021 Q3	$7.31M	Buy	175,180 +26,358	+18%	+$1.14M	2.59%	11
2021 Q2	$6.41M	Buy	148,822 +30,678	+26%	+$1.33M	2.37%	13
2021 Q1	$4.72M	Buy	+118,144	New	+$4.35M	2.04%	16

Other funds holding XME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Advisors Wealth Management's XME Position: Q3 2022 in Review

Capital Advisors Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2022, closing a stake of 23,890 shares — an estimated $1.04M sold.

Capital Advisors Wealth Management first reported a position in XME in Q1 2021 and held it in 6 quarters. The position peaked at $8.21M in Q4 2021. 244 funds tracked by Wall St. Rank hold XME as of Q3 2022.

Capital Advisors Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisors Wealth Management sold 23,890 State Street SPDR S&P Metals & Mining ETF shares in Q3 2022, an estimated $1.04M.
Capital Advisors Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and held it in 6 quarters.
Capital Advisors Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $8.21M in Q4 2021.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2022.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.