EWM
XME icon

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

Evermay 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
2024
Q2 		– Sell
-400
Closed -$24.1K – 633
2024
Q1 		$24.1K Hold
400
– – ﹤0.01% 404
2023
Q4 		$23.9K Hold
400
– – ﹤0.01% 383
2023
Q3 		$21K Hold
400
– – ﹤0.01% 374
2023
Q2 		$20.3K Hold
400
– – ﹤0.01% 377
2023
Q1 		$21.3K Hold
400
– – ﹤0.01% 363
2022
Q4 		$19.9K Hold
400
– – ﹤0.01% 366
2022
Q3 		$17K Hold
400
– – ﹤0.01% 357
2022
Q2 		$17K Buy
+400
New +$21.7K ﹤0.01% 355

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return