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

KWB Wealth’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 Q2	–	Sell	-4,604	Closed	-$229K	–	139
2023 Q1	$229K	Hold	4,604	–	–	0.04%	109
2022 Q4	$229K	Buy	+4,604	New	+$228K	0.04%	103

Other funds holding XME

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

KWB Wealth's XME Position: Q2 2023 in Review

KWB Wealth sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2023, closing a stake of 4,604 shares — an estimated $229K sold.

KWB Wealth first reported a position in XME in Q4 2022 and held it in 2 quarters. The position peaked at $229K in Q1 2023. 277 funds tracked by Wall St. Rank hold XME as of Q2 2023.

KWB Wealth reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2023 after selling out during the quarter.
KWB Wealth sold 4,604 State Street SPDR S&P Metals & Mining ETF shares in Q2 2023, an estimated $229K.
KWB Wealth first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 2 quarters.
KWB Wealth's State Street SPDR S&P Metals & Mining ETF position peaked at $229K in Q1 2023.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on KWB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.