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

Cary Street Partners Investment 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
2023 Q4	–	Sell	-325	Closed	-$17.1K	–	1800
2023 Q3	$17.1K	Hold	325	–	–	﹤0.01%	1163
2023 Q2	$16.5K	Hold	325	–	–	﹤0.01%	1101
2023 Q1	$17.3K	Hold	325	–	–	﹤0.01%	1015
2022 Q4	$16.2K	Buy	+325	New	+$16.1K	﹤0.01%	1026

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HIIFS

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Cary Street Partners Investment Advisory's XME Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2023, closing a stake of 325 shares — an estimated $17.1K sold.

Cary Street Partners Investment Advisory first reported a position in XME in Q4 2022 and held it in 4 quarters. The position peaked at $17.3K in Q1 2023. 273 funds tracked by Wall St. Rank hold XME as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 325 State Street SPDR S&P Metals & Mining ETF shares in Q4 2023, an estimated $17.1K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's State Street SPDR S&P Metals & Mining ETF position peaked at $17.3K in Q1 2023.
273 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.