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

JBR Co Financial 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
2024
Q2 		– Sell
-4,093
Closed -$247K – 106
2024
Q1 		$247K Hold
4,093
– – 0.2% 83
2023
Q4 		$245K Buy
+4,093
New +$217K 0.23% 74

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
UBS Group
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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
EFI
EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return

JBR Co Financial Management's XME Position: Q2 2024 in Review

JBR Co Financial Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2024, closing a stake of 4,093 shares — an estimated $247K sold.

JBR Co Financial Management first reported a position in XME in Q4 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2024. 294 funds tracked by Wall St. Rank hold XME as of Q2 2024.

  • JBR Co Financial Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 4,093 State Street SPDR S&P Metals & Mining ETF shares in Q2 2024, an estimated $247K.
  • JBR Co Financial Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2023 and held it in 2 quarters.
  • JBR Co Financial Management's State Street SPDR S&P Metals & Mining ETF position peaked at $247K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2024.

Based on JBR Co Financial Management's 13F filing for Q2 2024, filed 15 Jul 2024.