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

Endurance 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
2023 Q2	$3K	Hold	57	–	–	﹤0.01%	587
2023 Q1	$3K	Hold	57	–	–	﹤0.01%	591
2022 Q4	$3K	Hold	57	–	–	﹤0.01%	579
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	581
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	594
2022 Q1	$3K	Hold	57	–	–	﹤0.01%	595
2021 Q4	$3K	Hold	57	–	–	﹤0.01%	579
2021 Q3	$2K	Hold	57	–	–	﹤0.01%	611
2021 Q2	$2K	Hold	57	–	–	﹤0.01%	612
2021 Q1	$2K	Hold	57	–	–	﹤0.01%	617
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	582
2020 Q3	$1K	Hold	57	–	–	﹤0.01%	612
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	603
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	561
2019 Q4	$2K	Buy	57 +42	+280%	+$1.15K	﹤0.01%	496
2019 Q3	$0	Hold	15	–	–	﹤0.01%	543
2019 Q2	$0	Hold	15	–	–	﹤0.01%	487
2019 Q1	$0	Hold	15	–	–	﹤0.01%	488
2018 Q4	$0	Hold	15	–	–	﹤0.01%	490
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	474
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	483
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	505
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	500
2017 Q3	$0	Hold	15	–	–	﹤0.01%	516
2017 Q2	$0	Hold	15	–	–	﹤0.01%	524
2017 Q1	$0	Buy	+15	New	+$484	﹤0.01%	519

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Endurance Wealth Management's XME Position: Q2 2023 in Review

Endurance Wealth Management held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2023 at 57 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Endurance Wealth Management first reported a position in XME in Q1 2017 and has held it in 26 quarters since. 276 funds tracked by Wall St. Rank hold XME as of Q2 2023.

Endurance Wealth Management held 57 shares of State Street SPDR S&P Metals & Mining ETF worth $3K as of Q2 2023.
Endurance Wealth Management left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2023.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #587 holding.
Endurance Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2017 and has held it in 26 quarters since.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.