Heritage Wealth Management (Arizona)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$283K	Buy	5,686 +2,843	+100%	+$141K	0.04%	296
2022 Q3	$121K	Buy	2,843 +2,448	+620%	+$115K	0.04%	307
2022 Q2	$17.1K	Hold	395	–	–	0.01%	565
2022 Q1	$24K	Buy	+395	New	+$20.1K	0.01%	573

Other funds holding XME

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

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

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

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

Heritage Wealth Management (Arizona)'s XME Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 100% in Q4 2022, buying an estimated $141K and bringing the position to 5,686 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #296.

Heritage Wealth Management (Arizona) first reported a position in XME in Q1 2022 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold XME as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,686 shares of State Street SPDR S&P Metals & Mining ETF worth $283K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,843 State Street SPDR S&P Metals & Mining ETF shares in Q4 2022, an estimated $141K.
State Street SPDR S&P Metals & Mining ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #296 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and has held it in 4 quarters since.
283 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.