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

Edge Wealth Management’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
2020 Q3	–	Sell	-5,000	Closed	-$106K	–	638
2020 Q2	$106K	Buy	+5,000	New	+$98.7K	0.02%	193
2020 Q1	–	Sell	-695	Closed	-$20K	–	687
2019 Q4	$20K	Hold	695	–	–	﹤0.01%	340
2019 Q3	$17K	Hold	695	–	–	﹤0.01%	346
2019 Q2	$20K	Hold	695	–	–	﹤0.01%	342
2019 Q1	$21K	Hold	695	–	–	0.01%	328
2018 Q4	$18K	Hold	695	–	–	0.01%	341
2018 Q3	$24K	Hold	695	–	–	0.01%	349
2018 Q2	$25K	Hold	695	–	–	0.01%	334
2018 Q1	$24K	Hold	695	–	–	0.01%	298
2017 Q4	$25K	Hold	695	–	–	0.01%	294
2017 Q3	$22K	Hold	695	–	–	0.01%	301
2017 Q2	$21K	Hold	695	–	–	0.01%	301
2017 Q1	$21K	Hold	695	–	–	0.01%	285
2016 Q4	$21K	Sell	695 -700	-50%	-$20.2K	0.01%	272
2016 Q3	$37K	Buy	+1,395	New	+$37.4K	0.02%	203

Other funds holding XME

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Edge Wealth Management's XME Position: Q3 2020 in Review

Edge Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2020, closing a stake of 5,000 shares — an estimated $106K sold.

Edge Wealth Management first reported a position in XME in Q3 2016 and held it in 15 quarters. The position peaked at $106K in Q2 2020. 114 funds tracked by Wall St. Rank hold XME as of Q3 2020.

Edge Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 5,000 State Street SPDR S&P Metals & Mining ETF shares in Q3 2020, an estimated $106K.
Edge Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2016 and held it in 15 quarters.
Edge Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $106K in Q2 2020.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.