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

Cordatus Wealth Management’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
2020 Q1	–	Sell	-10,998	Closed	-$322K	–	146
2019 Q4	$322K	Hold	10,998	–	–	0.16%	113
2019 Q3	$280K	Hold	10,998	–	–	0.15%	114
2019 Q2	$312K	Hold	10,998	–	–	0.18%	107
2019 Q1	$326K	Hold	10,998	–	–	0.18%	110
2018 Q4	$288K	Buy	+10,998	New	+$332K	0.21%	95

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cordatus Wealth Management's XME Position: Q1 2020 in Review

Cordatus Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2020, closing a stake of 10,998 shares — an estimated $322K sold.

Cordatus Wealth Management first reported a position in XME in Q4 2018 and held it in 5 quarters. The position peaked at $326K in Q1 2019. 94 funds tracked by Wall St. Rank hold XME as of Q1 2020.

Cordatus Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2020 after selling out during the quarter.
Cordatus Wealth Management sold 10,998 State Street SPDR S&P Metals & Mining ETF shares in Q1 2020, an estimated $322K.
Cordatus Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2018 and held it in 5 quarters.
Cordatus Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $326K in Q1 2019.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2020.

Based on Cordatus Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.