JP Morgan Private Wealth Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$2.25M	Buy	42,909 +400	+0.9%	+$20.7K	0.01%	701
2023 Q2	$2.16M	Sell	42,509 -102,663	-71%	-$5.04M	0.01%	538
2023 Q1	$7.72M	Sell	145,172 -4,123	-3%	-$224K	0.02%	489
2022 Q4	$7.44M	Sell	149,295 -7,332	-5%	-$364K	0.02%	488
2022 Q3	$6.66M	Sell	156,627 -22,606	-13%	-$1.06M	0.02%	484
2022 Q2	$7.78M	Buy	179,233 +19,486	+12%	+$1.06M	0.02%	469
2022 Q1	$9.79M	Buy	159,747 +50,439	+46%	+$2.57M	0.02%	444
2021 Q4	$4.89M	Buy	109,308 +19,564	+22%	+$857K	0.01%	613
2021 Q3	$3.75M	Buy	89,744 +17,985	+25%	+$778K	0.01%	672
2021 Q2	$3.09M	Buy	+71,759	New	+$3.12M	0.01%	719
2017 Q4	–	Sell	-17,121	Closed	-$551K	–	1333
2017 Q3	$551K	Buy	+17,121	New	+$536K	﹤0.01%	806
2017 Q1	–	Sell	-12,561	Closed	-$382K	–	1374
2016 Q4	$382K	Sell	12,561 -262	-2%	-$7.55K	﹤0.01%	905
2016 Q3	$340K	Buy	+12,823	New	+$344K	﹤0.01%	934

Other funds holding XME

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors's XME Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.94% in Q3 2023, buying an estimated $20.7K and bringing the position to 42,909 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #701.

JP Morgan Private Wealth Advisors first reported a position in XME in Q3 2016 and has held it in 13 quarters since. The position peaked at $9.79M in Q1 2022. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

JP Morgan Private Wealth Advisors held 42,909 shares of State Street SPDR S&P Metals & Mining ETF worth $2.25M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 400 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $20.7K.
State Street SPDR S&P Metals & Mining ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #701 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2016 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $9.79M in Q1 2022.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.