Long Wharf Investors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$539K Buy
12,746
+298
+2% +$12.3K 0.42% 86
2014
Q1
$519K Sell
12,448
-36,835
-75% -$1.52M 0.44% 79
2013
Q4
$2.07M Buy
49,283
+1,790
+4% +$70.1K 1.88% 16
2013
Q3
$1.74M Buy
47,493
+34,313
+260% +$1.24M 1.66% 22
2013
Q2
$437K Buy
+13,180
New +$484K 0.43% 79

Other funds holding XME

Long Wharf Investors's XME Position: Q2 2014 in Review

Long Wharf Investors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 2.4% in Q2 2014, buying an estimated $12.3K and bringing the position to 12,746 shares worth $539K. The position accounts for 0.42% of the portfolio, ranked #86.

Long Wharf Investors first reported a position in XME in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.07M in Q4 2013. 76 funds tracked by Wall St. Rank hold XME as of Q2 2014.

  • Long Wharf Investors held 12,746 shares of State Street SPDR S&P Metals & Mining ETF worth $539K as of Q2 2014.
  • Long Wharf Investors bought 298 State Street SPDR S&P Metals & Mining ETF shares in Q2 2014, an estimated $12.3K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.42% of Long Wharf Investors's portfolio in Q2 2014, its #86 holding.
  • Long Wharf Investors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2013 and has held it in 5 quarters since.
  • Long Wharf Investors's State Street SPDR S&P Metals & Mining ETF position peaked at $2.07M in Q4 2013.
  • 76 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.