Howe & Rusling’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Howe & Rusling’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	-55	Closed	-$3K	–	1172
2022 Q1	$3K	Buy	+55	New	+$2.8K	﹤0.01%	817
2021 Q2	–	Sell	-100	Closed	-$4K	–	1036
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	710
2020 Q4	$3K	Buy	+100	New	+$2.84K	﹤0.01%	762

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 $526M AUM 31.17% 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

Howe & Rusling's XME Position: Q2 2022 in Review

Howe & Rusling sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2022, closing a stake of 55 shares — an estimated $3K sold.

Howe & Rusling first reported a position in XME in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 278 funds tracked by Wall St. Rank hold XME as of Q2 2022.

Howe & Rusling reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2022 after selling out during the quarter.
Howe & Rusling sold 55 State Street SPDR S&P Metals & Mining ETF shares in Q2 2022, an estimated $3K.
Howe & Rusling first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2020 and held it in 3 quarters.
Howe & Rusling's State Street SPDR S&P Metals & Mining ETF position peaked at $4K in Q1 2021.
278 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2022.

Based on Howe & Rusling's 13F filing for Q2 2022, filed 15 Aug 2022.