Laurel Wealth Advisors (California)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$250K	Buy	5,013 +230	+5%	+$11.4K	0.02%	562
2022 Q3	$203K	Sell	4,783 -70	-1%	-$3.28K	0.02%	614
2022 Q2	$211K	Buy	+4,853	New	+$264K	0.02%	623

Other funds holding XME

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XME Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 4.8% in Q4 2022, buying an estimated $11.4K and bringing the position to 5,013 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #562.

Laurel Wealth Advisors (California) first reported a position in XME in Q2 2022 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold XME as of Q4 2022.

Laurel Wealth Advisors (California) held 5,013 shares of State Street SPDR S&P Metals & Mining ETF worth $250K as of Q4 2022.
Laurel Wealth Advisors (California) bought 230 State Street SPDR S&P Metals & Mining ETF shares in Q4 2022, an estimated $11.4K.
State Street SPDR S&P Metals & Mining ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #562 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2022 and has held it in 3 quarters since.
283 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.