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 $72.7B AUM 39.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

PPA

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's XME Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2021, closing a stake of 469 shares — an estimated $20K sold.

Liberty Wealth Management first reported a position in XME in Q4 2018 and held it in 12 quarters. The position peaked at $26K in Q2 2021. 248 funds tracked by Wall St. Rank hold XME as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 469 State Street SPDR S&P Metals & Mining ETF shares in Q4 2021, an estimated $20K.
Liberty Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $26K in Q2 2021.
248 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.