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

Iron Horse 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
2023 Q4	–	Sell	-17	Closed	-$893	–	522
2023 Q3	$893	Hold	17	–	–	﹤0.01%	436
2023 Q2	$864	Hold	17	–	–	﹤0.01%	273
2023 Q1	$904	Sell	17 -89	-84%	-$4.84K	﹤0.01%	304
2022 Q4	$5K	Buy	+106	New	+$5.26K	﹤0.01%	157
2022 Q3	–	Sell	-17	Closed	-$1K	–	304
2022 Q2	$1K	Sell	17 -639	-97%	-$34.7K	﹤0.01%	243
2022 Q1	$40K	Buy	+656	New	+$33.4K	0.02%	80

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

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

HIIFS

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Iron Horse Wealth Management's XME Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2023, closing a stake of 17 shares — an estimated $893 sold.

Iron Horse Wealth Management first reported a position in XME in Q1 2022 and held it in 6 quarters. The position peaked at $40K in Q1 2022. 273 funds tracked by Wall St. Rank hold XME as of Q4 2023.

Iron Horse Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 17 State Street SPDR S&P Metals & Mining ETF shares in Q4 2023, an estimated $893.
Iron Horse Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 6 quarters.
Iron Horse Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $40K in Q1 2022.
273 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.