Independent Portfolio Consultants’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	–	Sell	-1,480	Closed	-$45K	–	844
2017 Q1	$45K	Sell	1,480 -345	-19%	-$11.1K	0.02%	573
2016 Q4	$55K	Buy	+1,825	New	+$52.6K	0.02%	540
2015 Q2	–	Sell	-855	Closed	-$23K	–	1045
2015 Q1	$23K	Buy	855 +220	+35%	+$6.19K	﹤0.01%	672
2014 Q4	$20K	Buy	+635	New	+$21.2K	﹤0.01%	669
2014 Q3	–	Sell	-900	Closed	-$38K	–	957
2014 Q2	$38K	Buy	+900	New	+$37.1K	0.01%	683

Other funds holding XME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Independent Portfolio Consultants's XME Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2017, closing a stake of 1,480 shares — an estimated $45K sold.

Independent Portfolio Consultants first reported a position in XME in Q2 2014 and held it in 5 quarters. The position peaked at $55K in Q4 2016. 109 funds tracked by Wall St. Rank hold XME as of Q2 2017.

Independent Portfolio Consultants reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 1,480 State Street SPDR S&P Metals & Mining ETF shares in Q2 2017, an estimated $45K.
Independent Portfolio Consultants first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2014 and held it in 5 quarters.
Independent Portfolio Consultants's State Street SPDR S&P Metals & Mining ETF position peaked at $55K in Q4 2016.
109 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.