Integrated Wealth Concepts’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
9,383
-2,358
| -20% | -$159K | 0.01% | 1148 |
|
|
2025
Q1 | $657K | Buy |
11,741
+246
| +2% | +$13.8K | 0.01% | 1026 |
|
|
2024
Q4 | $652K | Buy |
11,495
+5
| +0% | +$284 | 0.01% | 1006 |
|
|
2024
Q3 | $732K | Sell |
11,490
-16
| -0.1% | -$1.02K | 0.01% | 928 |
|
|
2024
Q2 | $683K | Sell |
11,506
-386
| -3% | -$22.9K | 0.01% | 922 |
|
|
2024
Q1 | $717K | Buy |
11,892
+1,602
| +16% | +$96.6K | 0.01% | 891 |
|
|
2023
Q4 | $616K | Buy |
10,290
+3,001
| +41% | +$180K | 0.01% | 909 |
|
|
2023
Q3 | $383K | Hold |
7,289
| – | – | 0.01% | 1107 |
|
|
2023
Q2 | $370K | Buy |
7,289
+1
| +0% | +$51 | 0.01% | 1129 |
|
|
2023
Q1 | $387K | Buy |
+7,288
| New | +$387K | 0.01% | 955 |
|