Corient Private Wealth’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
36,844
+6,057
| +20% | +$407K | ﹤0.01% | 1023 |
|
|
2025
Q1 | $1.72M | Buy |
30,787
+95
| +0.3% | +$5.32K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $1.74M | Sell |
30,692
-415
| -1% | -$23.6K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $1.98M | Buy |
31,107
+22,512
| +262% | +$1.43M | ﹤0.01% | 1076 |
|
|
2024
Q2 | $510K | Buy |
+8,595
| New | +$510K | ﹤0.01% | 1625 |
|
|
2024
Q1 | – | Sell |
-4,253
| Closed | -$254K | – | 2369 |
|
|
2023
Q4 | $254K | Buy |
+4,253
| New | +$254K | ﹤0.01% | 1953 |
|
|
2023
Q2 | – | Sell |
-6,783
| Closed | -$361K | – | 2159 |
|
|
2023
Q1 | $361K | Buy |
6,783
+2,253
| +50% | +$120K | ﹤0.01% | 1510 |
|
|
2022
Q4 | $226K | Buy |
+4,530
| New | +$226K | ﹤0.01% | 1445 |
|