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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

HIIFS

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Foundations Investment Advisors's XME Position: Q3 2024 in Review

Foundations Investment Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2024, closing a stake of 12,817 shares — an estimated $760K sold.

Foundations Investment Advisors first reported a position in XME in Q2 2023 and held it in 4 quarters. The position peaked at $847K in Q1 2024. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

Foundations Investment Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2024 after selling out during the quarter.
Foundations Investment Advisors sold 12,817 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $760K.
Foundations Investment Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2023 and held it in 4 quarters.
Foundations Investment Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $847K in Q1 2024.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.