Great Diamond Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.65M	Buy	+24,520	New	+$2.86M	0.51%	58
2024 Q3	–	Sell	-28,350	Closed	-$1.68M	–	224
2024 Q2	$1.68M	Sell	28,350 -844	-3%	-$51.7K	0.4%	72
2024 Q1	$1.76M	Buy	29,194 +557	+2%	+$31.8K	0.4%	67
2023 Q4	$1.71M	Buy	28,637 +215	+0.8%	+$11.4K	0.42%	60
2023 Q3	$1.49M	Sell	28,422 -5,345	-16%	-$277K	0.4%	64
2023 Q2	$1.72M	Buy	33,767 +5,169	+18%	+$254K	0.45%	61
2023 Q1	$1.52M	Buy	28,598 +1,094	+4%	+$59.5K	0.44%	57
2022 Q4	$1.37M	Buy	27,504 +5,492	+25%	+$272K	0.42%	60
2022 Q3	$935K	Sell	22,012 -4,285	-16%	-$201K	0.32%	76
2022 Q2	$1.14M	Buy	26,297 +6,216	+31%	+$338K	0.38%	63
2022 Q1	$1.23M	Sell	20,081 -6,846	-25%	-$349K	0.34%	71
2021 Q4	$1.21M	Sell	26,927 -1,001	-4%	-$43.8K	0.31%	72
2021 Q3	$1.17M	Buy	27,928 +2,095	+8%	+$90.6K	0.32%	72
2021 Q2	$1.11M	Buy	+25,833	New	+$1.12M	0.31%	75