Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	-9,429	Closed	-$409K	–	64
2022 Q2	$409K	Sell	9,429 -65	-0.7%	-$3.53K	0.49%	40
2022 Q1	$582K	Sell	9,494 -3,190	-25%	-$163K	0.58%	37
2021 Q4	$568K	Buy	+12,684	New	+$555K	0.46%	43

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XME Position: Q3 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2022, closing a stake of 9,429 shares — an estimated $409K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XME in Q4 2021 and held it in 3 quarters. The position peaked at $582K in Q1 2022. 245 funds tracked by Wall St. Rank hold XME as of Q3 2022.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2022 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 9,429 State Street SPDR S&P Metals & Mining ETF shares in Q3 2022, an estimated $409K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2021 and held it in 3 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR S&P Metals & Mining ETF position peaked at $582K in Q1 2022.
245 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2022, filed 10 Nov 2022.