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Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-15
Closed -$913 – 1354
2024
Q1 		$913 Hold
15
– – ﹤0.01% 1118
2023
Q4 		$0 Hold
15
– – ﹤0.01% 1354
2023
Q3 		$793 Buy
+15
New +$777 ﹤0.01% 1160

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XME Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2024, closing a stake of 15 shares — an estimated $913 sold.

Householder Group Estate & Retirement Specialist first reported a position in XME in Q3 2023 and held it in 3 quarters. The position peaked at $913 in Q1 2024. 294 funds tracked by Wall St. Rank hold XME as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 15 State Street SPDR S&P Metals & Mining ETF shares in Q2 2024, an estimated $913.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR S&P Metals & Mining ETF position peaked at $913 in Q1 2024.
  • 294 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.