Lake Street Advisors Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Lake Street Advisors 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
2024 Q4	$1.5M	Buy	+26,346	New	+$1.7M	0.07%	177

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Lake Street Advisors Group's XME Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2024: 26,346 shares worth $1.5M. The stake represents 0.07% of the portfolio and ranks #177 among its holdings.

277 funds tracked by Wall St. Rank hold XME as of Q4 2024.

Lake Street Advisors Group held 26,346 shares of State Street SPDR S&P Metals & Mining ETF worth $1.5M as of Q4 2024.
State Street SPDR S&P Metals & Mining ETF was a new Lake Street Advisors Group position in Q4 2024.
State Street SPDR S&P Metals & Mining ETF made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #177 holding.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.