Garde Capital’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Garde Capital’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	-4,128	Closed	-$247K	–	302
2023 Q4	$247K	Sell	4,128 -2,346	-36%	-$124K	0.02%	186
2023 Q3	$340K	Sell	6,474 -44	-0.7%	-$2.28K	0.03%	150
2023 Q2	$331K	Hold	6,518	–	–	0.03%	178
2023 Q1	$346K	Sell	6,518 -60	-0.9%	-$3.27K	0.04%	142
2022 Q4	$328K	Buy	6,578 +2,346	+55%	+$116K	0.04%	138
2022 Q3	$180K	Buy	+4,232	New	+$198K	0.02%	175

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

Garde Capital's XME Position: Q1 2024 in Review

Garde Capital sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 4,128 shares — an estimated $247K sold.

Garde Capital first reported a position in XME in Q3 2022 and held it in 6 quarters. The position peaked at $346K in Q1 2023. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

Garde Capital reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
Garde Capital sold 4,128 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $247K.
Garde Capital first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2022 and held it in 6 quarters.
Garde Capital's State Street SPDR S&P Metals & Mining ETF position peaked at $346K in Q1 2023.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Garde Capital's 13F filing for Q1 2024, filed 29 May 2024.