Ehrlich Financial Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Ehrlich Financial Group’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	-8,506	Closed	-$505K	–	127
2024 Q2	$505K	Buy	+8,506	New	+$521K	0.4%	50

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

Ehrlich Financial Group's XME Position: Q3 2024 in Review

Ehrlich Financial Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2024, closing a stake of 8,506 shares — an estimated $505K sold.

Ehrlich Financial Group first reported a position in XME in Q2 2024 and held it in 1 quarter. The position peaked at $505K in Q2 2024. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

Ehrlich Financial Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2024 after selling out during the quarter.
Ehrlich Financial Group sold 8,506 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $505K.
Ehrlich Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2024 and held it in 1 quarter.
Ehrlich Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $505K in Q2 2024.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on Ehrlich Financial Group's 13F filing for Q3 2024, filed 7 Oct 2024.