Creative Planning’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Buy |
11,565
+3,021
| +35% | +$353K | ﹤0.01% | 2276 |
|
|
2025
Q4 | $885K | Buy |
8,544
+1,460
| +21% | +$144K | ﹤0.01% | 2383 |
|
|
2025
Q3 | $660K | Buy |
7,084
+1,169
| +20% | +$93.3K | ﹤0.01% | 2483 |
|
|
2025
Q2 | $398K | Buy |
+5,915
| New | +$351K | ﹤0.01% | 2661 |
|
|
2025
Q1 | – | Sell |
-3,594
| Closed | -$204K | – | 3754 |
|
|
2024
Q4 | $204K | Buy |
3,594
+444
| +14% | +$28.6K | ﹤0.01% | 2957 |
|
|
2024
Q3 | $201K | Sell |
3,150
-363
| -10% | -$21.7K | ﹤0.01% | 2837 |
|
|
2024
Q2 | $208K | Sell |
3,513
-123
| -3% | -$7.53K | ﹤0.01% | 2647 |
|
|
2024
Q1 | $219K | Buy |
+3,636
| New | +$208K | ﹤0.01% | 2506 |
|
|
2023
Q2 | – | Sell |
-4,628
| Closed | -$246K | – | 2857 |
|
|
2023
Q1 | $246K | Buy |
+4,628
| New | +$252K | ﹤0.01% | 1964 |
|
|
2022
Q4 | – | Sell |
-12,289
| Closed | -$522K | – | 2625 |
|
|
2022
Q3 | $522K | Sell |
12,289
-412
| -3% | -$19.3K | ﹤0.01% | 1311 |
|
|
2022
Q2 | $551K | Buy |
12,701
+1,287
| +11% | +$69.9K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $700K | Buy |
11,414
+90
| +0.8% | +$4.58K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $507K | Sell |
11,324
-5,854
| -34% | -$256K | ﹤0.01% | 1291 |
|
|
2021
Q3 | $717K | Buy |
17,178
+2,303
| +15% | +$99.6K | ﹤0.01% | 1116 |
|
|
2021
Q2 | $641K | Sell |
14,875
-11,503
| -44% | -$500K | ﹤0.01% | 1141 |
|
|
2021
Q1 | $1.05M | Buy |
26,378
+2,007
| +8% | +$73.9K | ﹤0.01% | 1000 |
|
|
2020
Q4 | $815K | Buy |
+24,371
| New | +$691K | ﹤0.01% | 1049 |
|
|
2018
Q1 | – | Sell |
-17,459
| Closed | -$635K | – | 2133 |
|
|
2017
Q4 | $635K | Buy |
+17,459
| New | +$569K | ﹤0.01% | 935 |
|
|
2017
Q3 | – | Sell |
-3,259
| Closed | -$98K | – | 3744 |
|
|
2017
Q2 | $98K | Sell |
3,259
-12,151
| -79% | -$358K | ﹤0.01% | 2014 |
|
|
2017
Q1 | $469K | Buy |
15,410
+11,251
| +271% | +$363K | ﹤0.01% | 1019 |
|
|
2016
Q4 | $126K | Buy |
4,159
+2,700
| +185% | +$77.8K | ﹤0.01% | 1709 |
|
|
2016
Q3 | $39K | Sell |
1,459
-9,800
| -87% | -$263K | ﹤0.01% | 2565 |
|
|
2016
Q2 | $275K | Buy |
11,259
+5,990
| +114% | +$135K | ﹤0.01% | 1095 |
|
|
2016
Q1 | $108K | Buy |
5,269
+1,010
| +24% | +$16.3K | ﹤0.01% | 1572 |
|
|
2015
Q4 | $64K | Hold |
4,259
| – | – | ﹤0.01% | 1920 |
|
|
2015
Q3 | $71K | Buy |
+4,259
| New | +$84.9K | ﹤0.01% | 1805 |
|
|
2015
Q2 | – | Sell |
-13,259
| Closed | -$361K | – | 3060 |
|
|
2015
Q1 | $361K | Buy |
13,259
+13,000
| +5,019% | +$366K | ﹤0.01% | 897 |
|
|
2014
Q4 | $8K | Hold |
259
| – | – | ﹤0.01% | 3253 |
|
|
2014
Q3 | $10K | Sell |
259
-29,006
| -99% | -$1.21M | ﹤0.01% | 2955 |
|
|
2014
Q2 | $1.24M | Buy |
29,265
+29,006
| +11,199% | +$1.19M | 0.02% | 332 |
|
|
2014
Q1 | $11K | Sell |
259
-1,865
| -88% | -$76.8K | ﹤0.01% | 2722 |
|
|
2013
Q4 | $89K | Buy |
2,124
+1,065
| +101% | +$41.7K | ﹤0.01% | 1267 |
|
|
2013
Q3 | $39K | Hold |
1,059
| – | – | ﹤0.01% | 1672 |
|
|
2013
Q2 | $35K | Buy |
+1,059
| New | +$38.9K | ﹤0.01% | 1591 |
|
Other funds holding XME
MIFH
HIIFS
MIH
VU
