Kovitz Investment Group Partners
XME icon

Kovitz Investment Group Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Kovitz Investment Group Partners’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
2021
Q4 		– Sell
-7,300
Closed -$305K – 470
2021
Q3 		$305K Buy
+7,300
New +$316K 0.01% 386

Other funds holding XME

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's XME Position: Q4 2021 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2021, closing a stake of 7,300 shares — an estimated $305K sold.

Kovitz Investment Group Partners first reported a position in XME in Q3 2021 and held it in 1 quarter. The position peaked at $305K in Q3 2021. 250 funds tracked by Wall St. Rank hold XME as of Q4 2021.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2021 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,300 State Street SPDR S&P Metals & Mining ETF shares in Q4 2021, an estimated $305K.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2021 and held it in 1 quarter.
  • Kovitz Investment Group Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $305K in Q3 2021.
  • 250 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2021.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2021, filed 4 Feb 2022.