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

Castleview Partners’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 Q2	–	Sell	-4	Closed	-$213	–	739
2023 Q1	$213	Hold	4	–	–	﹤0.01%	657
2022 Q4	$199	Hold	4	–	–	﹤0.01%	617
2022 Q3	$0	Sell	4 -246	-98%	-$11.5K	﹤0.01%	773
2022 Q2	$15.1K	Buy	250 +246	+6,150%	+$13.4K	0.01%	415
2022 Q1	$0	Sell	4 -175	-98%	-$8.91K	﹤0.01%	1036
2021 Q4	$4	Buy	+179	New	+$7.84K	﹤0.01%	960
2021 Q2	$2K	Buy	+55	New	+$2.39K	﹤0.01%	870

Other funds holding XME

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

Citigroup New York $235B AUM 32.99% 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

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

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

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

HIIFS

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

Castleview Partners's XME Position: Q2 2023 in Review

Castleview Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2023, closing a stake of 4 shares — an estimated $213 sold.

Castleview Partners first reported a position in XME in Q2 2021 and held it in 7 quarters. The position peaked at $15.1K in Q2 2022. 277 funds tracked by Wall St. Rank hold XME as of Q2 2023.

Castleview Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2023 after selling out during the quarter.
Castleview Partners sold 4 State Street SPDR S&P Metals & Mining ETF shares in Q2 2023, an estimated $213.
Castleview Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2021 and held it in 7 quarters.
Castleview Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $15.1K in Q2 2022.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.