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Institute for Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Institute for Wealth Management’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
-185
Closed -$5K – 687
2019
Q4 		$5K Buy
+185
New +$5.05K ﹤0.01% 642

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VU
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Institute for Wealth Management's XME Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2020, closing a stake of 185 shares — an estimated $5K sold.

Institute for Wealth Management 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.

  • Institute for Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 185 State Street SPDR S&P Metals & Mining ETF shares in Q1 2020, an estimated $5K.
  • Institute for Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management'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 Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.