Intrua Financial’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Intrua Financial’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
2023 Q1	–	Sell	-37,579	Closed	-$2.05M	–	356
2022 Q4	$2.05M	Buy	+37,579	New	+$1.86M	0.47%	51
2022 Q3	–	Sell	-6,632	Closed	-$288K	–	363
2022 Q2	$288K	Sell	6,632 -150,439	-96%	-$8.17M	0.06%	292
2022 Q1	$9.63M	Buy	+157,071	New	+$8M	1.72%	11

Other funds holding XME

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Intrua Financial's XME Position: Q1 2023 in Review

Intrua Financial sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2023, closing a stake of 37,579 shares — an estimated $2.05M sold.

Intrua Financial first reported a position in XME in Q1 2022 and held it in 3 quarters. The position peaked at $9.63M in Q1 2022. 291 funds tracked by Wall St. Rank hold XME as of Q1 2023.

Intrua Financial reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2023 after selling out during the quarter.
Intrua Financial sold 37,579 State Street SPDR S&P Metals & Mining ETF shares in Q1 2023, an estimated $2.05M.
Intrua Financial first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 3 quarters.
Intrua Financial's State Street SPDR S&P Metals & Mining ETF position peaked at $9.63M in Q1 2022.
291 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2023.

Based on Intrua Financial's 13F filing for Q1 2023, filed 15 May 2023.