CWS
XME icon

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

Confluence Wealth Services’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
Q1 		– Sell
-550
Closed -$24K – 1203
2021
Q4 		$24K Buy
+550
New +$24.1K 0.01% 688

Other funds holding XME

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Confluence Wealth Services's XME Position: Q1 2022 in Review

Confluence Wealth Services sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2022, closing a stake of 550 shares — an estimated $24K sold.

Confluence Wealth Services first reported a position in XME in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 328 funds tracked by Wall St. Rank hold XME as of Q1 2022.

  • Confluence Wealth Services reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 550 State Street SPDR S&P Metals & Mining ETF shares in Q1 2022, an estimated $24K.
  • Confluence Wealth Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's State Street SPDR S&P Metals & Mining ETF position peaked at $24K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.