IFP Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.18M | Buy |
20,195
+7,672
| +61% | +$896K | 0.05% | 423 |
|
|
2025
Q4 | $1.3M | Sell |
12,523
-3,515
| -22% | -$347K | 0.03% | 558 |
|
|
2025
Q3 | $1.49M | Sell |
16,038
-2,030
| -11% | -$162K | 0.04% | 460 |
|
|
2025
Q2 | $1.21M | Sell |
18,068
-2,700
| -13% | -$160K | 0.03% | 521 |
|
|
2025
Q1 | $1.16M | Buy |
20,768
+166
| +0.8% | +$9.75K | 0.04% | 517 |
|
|
2024
Q4 | $1.17M | Buy |
20,602
+1,012
| +5% | +$65.2K | 0.04% | 488 |
|
|
2024
Q3 | $1.25M | Sell |
19,590
-3,425
| -15% | -$205K | 0.05% | 422 |
|
|
2024
Q2 | $1.37M | Buy |
23,015
+10,339
| +82% | +$633K | 0.05% | 364 |
|
|
2024
Q1 | $764K | Buy |
12,676
+294
| +2% | +$16.8K | 0.03% | 479 |
|
|
2023
Q4 | $741K | Sell |
12,382
-11,138
| -47% | -$590K | 0.04% | 466 |
|
|
2023
Q3 | $1.23M | Buy |
23,520
+1,169
| +5% | +$60.6K | 0.06% | 339 |
|
|
2023
Q2 | $1.14M | Sell |
22,351
-9,039
| -29% | -$444K | 0.05% | 394 |
|
|
2023
Q1 | $1.19M | Sell |
31,390
-1,702
| -5% | -$92.6K | 0.05% | 338 |
|
|
2022
Q4 | $1.33M | Buy |
33,092
+457
| +1% | +$22.7K | 0.04% | 513 |
|
|
2022
Q3 | $1.32M | Buy |
32,635
+7,403
| +29% | +$347K | 0.03% | 546 |
|
|
2022
Q2 | $1.02M | Hold |
25,232
| – | – | 0.03% | 576 |
|
|
2022
Q1 | $1.02M | Buy |
25,232
+17,643
| +232% | +$899K | 0.03% | 576 |
|
|
2021
Q4 | $339K | Buy |
7,589
+153
| +2% | +$6.7K | 0.01% | 734 |
|
|
2021
Q3 | $310K | Buy |
7,436
+1,378
| +23% | +$59.6K | 0.01% | 754 |
|
|
2021
Q2 | $260K | Buy |
6,058
+4,403
| +266% | +$191K | 0.01% | 785 |
|
|
2021
Q1 | $66K | Buy |
1,655
+503
| +44% | +$18.5K | ﹤0.01% | 1341 |
|
|
2020
Q4 | $39K | Buy |
1,152
+2
| +0.2% | +$57 | ﹤0.01% | 1541 |
|
|
2020
Q3 | $26K | Buy |
1,150
+1,000
| +667% | +$23.6K | ﹤0.01% | 1548 |
|
|
2020
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 2306 |
|
|
2020
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 2407 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 2293 |
|
|
2019
Q3 | $4K | Buy |
+150
| New | +$4.01K | ﹤0.01% | 2459 |
|
|
2019
Q1 | $0 | Sell |
15
-3,870
| -100% | -$115K | ﹤0.01% | 3502 |
|
|
2018
Q4 | $102K | Buy |
3,885
+220
| +6% | +$6.64K | 0.01% | 1188 |
|
|
2018
Q3 | $125K | Sell |
3,665
-1,575
| -30% | -$54.9K | 0.01% | 1347 |
|
|
2018
Q2 | $186K | Buy |
5,240
+1,500
| +40% | +$54.6K | 0.01% | 1102 |
|
|
2018
Q1 | $136K | Hold |
3,740
| – | – | 0.01% | 1200 |
|
|
2017
Q4 | $136K | Sell |
3,740
-540
| -13% | -$17.6K | 0.01% | 1209 |
|
|
2017
Q3 | $138K | Buy |
4,280
+40
| +0.9% | +$1.25K | 0.01% | 1364 |
|
|
2017
Q2 | $127K | Sell |
4,240
-794
| -16% | -$23.4K | 0.01% | 1400 |
|
|
2017
Q1 | $153K | Buy |
5,034
+1,560
| +45% | +$50.3K | 0.01% | 1258 |
|
|
2016
Q4 | $106K | Buy |
3,474
+124
| +4% | +$3.57K | 0.01% | 1417 |
|
|
2016
Q3 | $89K | Sell |
3,350
-575
| -15% | -$15.4K | ﹤0.01% | 1443 |
|
|
2016
Q2 | $96K | Buy |
3,925
+3,910
| +26,067% | +$87.9K | 0.01% | 1365 |
|
|
2016
Q1 | $0 | Sell |
15
-1,635
| -99% | -$26.4K | ﹤0.01% | 3486 |
|
|
2015
Q4 | $25K | Buy |
+1,650
| New | +$27.6K | ﹤0.01% | 2042 |
|
Other funds holding XME
MIFH
HIIFS
MIH
VU
