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

CreativeOne Wealth’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 Q2	–	Sell	-4,000	Closed	-$245K	–	819
2022 Q1	$245K	Buy	+4,000	New	+$204K	0.01%	642

Other funds holding XME

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

CreativeOne Wealth's XME Position: Q2 2022 in Review

CreativeOne Wealth sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2022, closing a stake of 4,000 shares — an estimated $245K sold.

CreativeOne Wealth first reported a position in XME in Q1 2022 and held it in 1 quarter. The position peaked at $245K in Q1 2022. 278 funds tracked by Wall St. Rank hold XME as of Q2 2022.

CreativeOne Wealth reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2022 after selling out during the quarter.
CreativeOne Wealth sold 4,000 State Street SPDR S&P Metals & Mining ETF shares in Q2 2022, an estimated $245K.
CreativeOne Wealth first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 1 quarter.
CreativeOne Wealth's State Street SPDR S&P Metals & Mining ETF position peaked at $245K in Q1 2022.
278 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.