Deane Retirement Strategies’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Deane Retirement Strategies’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
2024 Q3	–	Sell	-59,872	Closed	-$3.53M	–	91
2024 Q2	$3.53M	Buy	+59,872	New	+$3.67M	1.81%	21
2022 Q2	–	Sell	-32,372	Closed	-$2.02M	–	61
2022 Q1	$2.02M	Buy	+32,372	New	+$1.65M	1.12%	30
2021 Q3	–	Sell	-100,205	Closed	-$4.31M	–	62
2021 Q2	$4.31M	Buy	100,205 +1,704	+2%	+$74.1K	2.37%	11
2021 Q1	$3.97M	Buy	+98,501	New	+$3.63M	2.14%	13

Other funds holding XME

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

HIIFS

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Deane Retirement Strategies's XME Position: Q3 2024 in Review

Deane Retirement Strategies sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2024, closing a stake of 59,872 shares — an estimated $3.53M sold.

Deane Retirement Strategies first reported a position in XME in Q1 2021 and held it in 4 quarters. The position peaked at $4.31M in Q2 2021. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

Deane Retirement Strategies reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2024 after selling out during the quarter.
Deane Retirement Strategies sold 59,872 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $3.53M.
Deane Retirement Strategies first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and held it in 4 quarters.
Deane Retirement Strategies's State Street SPDR S&P Metals & Mining ETF position peaked at $4.31M in Q2 2021.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on Deane Retirement Strategies's 13F filing for Q3 2024, filed 3 Oct 2024.