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

Liberty Wealth Management’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	-469	Closed	-$20K	–	1128
2021 Q3	$20K	Sell	469 -132	-22%	-$5.71K	0.01%	648
2021 Q2	$26K	Buy	601 +2	+0.3%	+$87	0.01%	457
2021 Q1	$20K	Hold	599	–	–	0.01%	464
2020 Q4	$20K	Sell	599 -211	-26%	-$5.99K	0.01%	461
2020 Q3	$19K	Buy	810 +1	+0.1%	+$24	0.01%	414
2020 Q2	$17K	Buy	809 +2	+0.2%	+$39	0.01%	408
2020 Q1	$13K	Buy	807 +2	+0.2%	+$46	0.01%	427
2019 Q4	$24K	Buy	805 +2	+0.2%	+$55	0.02%	390
2019 Q3	$20K	Buy	803 +1	+0.1%	+$27	0.02%	400
2019 Q2	$23K	Buy	802 +5	+0.6%	+$139	0.02%	392
2019 Q1	$23K	Buy	797 +2	+0.3%	+$59	0.02%	330
2018 Q4	$20K	Buy	+795	New	+$24K	0.01%	331

Other funds holding XME

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

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

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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