Dynamic Advisor Solutions’s SPDR S&P Metals & Mining ETF XME Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
46,979
+16,472
+54% +$1.11M 0.1% 226
2025
Q1
$1.71M Buy
30,507
+771
+3% +$43.2K 0.06% 306
2024
Q4
$1.69M Buy
29,736
+355
+1% +$20.1K 0.07% 236
2024
Q3
$1.87M Sell
29,381
-318
-1% -$20.3K 0.06% 312
2024
Q2
$1.76M Buy
29,699
+821
+3% +$48.7K 0.06% 324
2024
Q1
$1.74M Buy
28,878
+102
+0.4% +$6.15K 0.06% 327
2023
Q4
$1.67M Sell
28,776
-375
-1% -$21.8K 0.06% 309
2023
Q3
$1.53M Sell
29,151
-336
-1% -$17.6K 0.07% 280
2023
Q2
$1.5M Sell
29,487
-922
-3% -$46.9K 0.08% 264
2023
Q1
$1.62M Buy
30,409
+7,327
+32% +$390K 0.09% 243
2022
Q4
$1.15M Buy
23,082
+570
+3% +$28.4K 0.08% 257
2022
Q3
$957K Buy
22,512
+140
+0.6% +$5.95K 0.07% 260
2022
Q2
$971K Buy
22,372
+9,070
+68% +$394K 0.07% 251
2022
Q1
$815K Sell
13,302
-53,427
-80% -$3.27M 0.06% 315
2021
Q4
$2.99M Buy
66,729
+60,232
+927% +$2.7M 0.21% 114
2021
Q3
$271K Sell
6,497
-7,918
-55% -$330K 0.02% 602
2021
Q2
$621K Buy
+14,415
New +$621K 0.05% 380