Financial Architects (New Jersey)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-200	Closed	-$6K	–	1496
2019 Q1	$6K	Buy	+200	New	+$5.93K	﹤0.01%	1204
2018 Q3	–	Sell	-600	Closed	-$21K	–	1522
2018 Q2	$21K	Buy	+600	New	+$21.8K	﹤0.01%	797
2017 Q1	–	Sell	-958	Closed	-$29K	–	1637
2016 Q4	$29K	Sell	958 -200	-17%	-$5.76K	0.01%	737
2016 Q3	$31K	Buy	1,158 +200	+21%	+$5.36K	0.01%	720
2016 Q2	$23K	Buy	+958	New	+$21.5K	0.01%	747

Other funds holding XME

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Financial Architects (New Jersey)'s XME Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2019, closing a stake of 200 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in XME in Q2 2016 and held it in 5 quarters. The position peaked at $31K in Q3 2016. 102 funds tracked by Wall St. Rank hold XME as of Q2 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 State Street SPDR S&P Metals & Mining ETF shares in Q2 2019, an estimated $6K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2016 and held it in 5 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P Metals & Mining ETF position peaked at $31K in Q3 2016.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.