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

IAG Wealth Partners’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
2020 Q1	–	Sell	-140	Closed	-$5K	–	468
2019 Q4	$5K	Buy	+140	New	+$3.82K	﹤0.01%	314

Other funds holding XME

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IAG Wealth Partners's XME Position: Q1 2020 in Review

IAG Wealth Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2020, closing a stake of 140 shares — an estimated $5K sold.

IAG Wealth Partners first reported a position in XME in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 94 funds tracked by Wall St. Rank hold XME as of Q1 2020.

IAG Wealth Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2020 after selling out during the quarter.
IAG Wealth Partners sold 140 State Street SPDR S&P Metals & Mining ETF shares in Q1 2020, an estimated $5K.
IAG Wealth Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2019 and held it in 1 quarter.
IAG Wealth Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $5K in Q4 2019.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.