Edgestream Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Edgestream Partners’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
2025 Q1	–	Sell	-3,650	Closed	-$207K	–	1116
2024 Q4	$207K	Buy	+3,650	New	+$235K	0.01%	816
2024 Q1	–	Sell	-3,876	Closed	-$232K	–	1049
2023 Q4	$232K	Sell	3,876 -1,068	-22%	-$56.5K	0.02%	764
2023 Q3	$260K	Buy	+4,944	New	+$256K	0.02%	747
2021 Q1	–	Sell	-75,469	Closed	-$2.52M	–	455
2020 Q4	$2.52M	Sell	75,469 -84,313	-53%	-$2.39M	0.13%	201
2020 Q3	$3.71M	Buy	159,782 +144,367	+937%	+$3.41M	0.24%	142
2020 Q2	$327K	Sell	15,415 -1,030	-6%	-$20.3K	0.02%	283
2020 Q1	$265K	Buy	+16,445	New	+$382K	0.02%	276
2019 Q2	–	Sell	-15,846	Closed	-$470K	–	294
2019 Q1	$470K	Sell	15,846 -22,806	-59%	-$676K	0.07%	170
2018 Q4	$1.01M	Buy	+38,652	New	+$1.17M	0.18%	136

Other funds holding XME

Bank of America

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

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

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

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

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

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

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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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