Cooper Financial Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Cooper Financial Group’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	-4,962	Closed	-$264K	–	329
2023 Q1	$264K	Buy	4,962 +9	+0.2%	+$490	0.07%	261
2022 Q4	$247K	Sell	4,953 -835	-14%	-$41.4K	0.08%	250
2022 Q3	$246K	Sell	5,788 -188	-3%	-$8.81K	0.09%	213
2022 Q2	$259K	Buy	5,976 +13	+0.2%	+$706	0.09%	203
2022 Q1	$365K	Buy	+5,963	New	+$304K	0.14%	143

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

Cooper Financial Group's XME Position: Q2 2023 in Review

Cooper Financial Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2023, closing a stake of 4,962 shares — an estimated $264K sold.

Cooper Financial Group first reported a position in XME in Q1 2022 and held it in 5 quarters. The position peaked at $365K in Q1 2022. 277 funds tracked by Wall St. Rank hold XME as of Q2 2023.

Cooper Financial Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2023 after selling out during the quarter.
Cooper Financial Group sold 4,962 State Street SPDR S&P Metals & Mining ETF shares in Q2 2023, an estimated $264K.
Cooper Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 5 quarters.
Cooper Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $365K in Q1 2022.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on Cooper Financial Group's 13F filing for Q2 2023, filed 7 Jul 2023.