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

Exencial Wealth Advisors’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
2019 Q1	–	Sell	-10,310	Closed	-$270K	–	232
2018 Q4	$270K	Buy	+10,310	New	+$311K	0.07%	177

Other funds holding XME

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Exencial Wealth Advisors's XME Position: Q1 2019 in Review

Exencial Wealth Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2019, closing a stake of 10,310 shares — an estimated $270K sold.

Exencial Wealth Advisors first reported a position in XME in Q4 2018 and held it in 1 quarter. The position peaked at $270K in Q4 2018. 109 funds tracked by Wall St. Rank hold XME as of Q1 2019.

Exencial Wealth Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2019 after selling out during the quarter.
Exencial Wealth Advisors sold 10,310 State Street SPDR S&P Metals & Mining ETF shares in Q1 2019, an estimated $270K.
Exencial Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2018 and held it in 1 quarter.
Exencial Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $270K in Q4 2018.
109 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2019.

Based on Exencial Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.