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

Foundations Investment 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
2024
Q3 		– Sell
-12,817
Closed -$760K – 871
2024
Q2 		$760K Sell
12,817
-1,226
-9% -$75.1K 0.02% 398
2024
Q1 		$847K Buy
+14,043
New +$802K 0.02% 352
2023
Q4 		– Sell
-9,030
Closed -$474K – 734
2023
Q3 		$474K Buy
9,030
+901
+11% +$46.7K 0.01% 395
2023
Q2 		$413K Buy
+8,129
New +$399K 0.01% 399

Other funds holding XME

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return