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

Greenwood Capital Associates’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
2022 Q2	–	Sell	-6,992	Closed	-$429K	–	228
2022 Q1	$429K	Sell	6,992 -1,222	-15%	-$62.3K	0.11%	122
2021 Q4	$368K	Buy	+8,214	New	+$360K	0.05%	194
2020 Q1	–	Sell	-71,445	Closed	-$2.09M	–	211
2019 Q4	$2.09M	Buy	+71,445	New	+$1.95M	0.44%	63
2019 Q2	–	Sell	-70,630	Closed	-$2.1M	–	203
2019 Q1	$2.1M	Buy	+70,630	New	+$2.09M	0.54%	55

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Greenwood Capital Associates's XME Position: Q2 2022 in Review

Greenwood Capital Associates sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2022, closing a stake of 6,992 shares — an estimated $429K sold.

Greenwood Capital Associates first reported a position in XME in Q1 2019 and held it in 4 quarters. The position peaked at $2.1M in Q1 2019. 278 funds tracked by Wall St. Rank hold XME as of Q2 2022.

Greenwood Capital Associates reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2022 after selling out during the quarter.
Greenwood Capital Associates sold 6,992 State Street SPDR S&P Metals & Mining ETF shares in Q2 2022, an estimated $429K.
Greenwood Capital Associates first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2019 and held it in 4 quarters.
Greenwood Capital Associates's State Street SPDR S&P Metals & Mining ETF position peaked at $2.1M in Q1 2019.
278 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2022.

Based on Greenwood Capital Associates's 13F filing for Q2 2022, filed 10 Aug 2022.