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Kerntke Otto McGlone Wealth Management Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
-102
Closed -$5K – 130
2022
Q4 		$5K Buy
+102
New +$5.06K 0.01% 105

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
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
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
N
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

Kerntke Otto McGlone Wealth Management Group's XME Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2023, closing a stake of 102 shares — an estimated $5K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in XME in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 291 funds tracked by Wall St. Rank hold XME as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 102 State Street SPDR S&P Metals & Mining ETF shares in Q1 2023, an estimated $5K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's State Street SPDR S&P Metals & Mining ETF position peaked at $5K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.