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

Focused 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 Q1	–	Sell	-1,759	Closed	-$105K	–	997
2023 Q4	$105K	Sell	1,759 -17	-1%	-$900	0.02%	193
2023 Q3	$93.2K	Buy	1,776 +6	+0.3%	+$311	0.02%	205
2023 Q2	$90K	Buy	1,770 +6	+0.3%	+$295	0.02%	218
2023 Q1	$93.8K	Buy	1,764 +6	+0.3%	+$326	0.02%	209
2022 Q4	$87.6K	Buy	1,758 +12	+0.7%	+$595	0.02%	214
2022 Q3	$74K	Buy	+1,746	New	+$81.8K	0.02%	216

Other funds holding XME

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIIFS

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Focused Wealth Management's XME Position: Q1 2024 in Review

Focused Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 1,759 shares — an estimated $105K sold.

Focused Wealth Management first reported a position in XME in Q3 2022 and held it in 6 quarters. The position peaked at $105K in Q4 2023. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

Focused Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 1,759 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $105K.
Focused Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2022 and held it in 6 quarters.
Focused Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $105K in Q4 2023.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.