Financial Advocates Investment Management’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-256,410
| Closed | -$23.5M | – | 764 |
|
|
2025
Q1 | $23.5M | Buy |
256,410
+20,778
| +9% | +$1.9M | 1.64% | 5 |
|
|
2024
Q4 | $21.5M | Buy |
235,632
+36,691
| +18% | +$3.35M | 1.22% | 11 |
|
|
2024
Q3 | $18.2M | Buy |
+198,941
| New | +$18.2M | 1.03% | 12 |
|
|
2023
Q4 | – | Sell |
-3,467
| Closed | -$206K | – | 775 |
|
|
2023
Q3 | $206K | Buy |
+3,467
| New | +$206K | 0.01% | 647 |
|
|
2022
Q3 | – | Sell |
-5,801
| Closed | -$252K | – | 838 |
|
|
2022
Q2 | $252K | Sell |
5,801
-5,359
| -48% | -$233K | 0.02% | 556 |
|
|
2022
Q1 | $684K | Buy |
11,160
+2,250
| +25% | +$138K | 0.05% | 377 |
|
|
2021
Q4 | $399K | Sell |
8,910
-223
| -2% | -$9.99K | 0.03% | 541 |
|
|
2021
Q3 | $386K | Sell |
9,133
-2,470
| -21% | -$104K | 0.03% | 543 |
|
|
2021
Q2 | $496K | Buy |
11,603
+161
| +1% | +$6.88K | 0.03% | 470 |
|
|
2021
Q1 | $457K | Buy |
11,442
+413
| +4% | +$16.5K | 0.03% | 490 |
|
|
2020
Q4 | $369K | Buy |
+11,029
| New | +$369K | 0.03% | 514 |
|