Mackenzie Financial’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Mackenzie Financial’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
2023 Q1	–	Sell	-269,473	Closed	-$13.4M	–	1624
2022 Q4	$13.4M	Buy	269,473 +262,456	+3,740%	+$13M	0.02%	364
2022 Q3	$298K	Sell	7,017 -35	-0.5%	-$1.64K	﹤0.01%	1091
2022 Q2	$306K	Sell	7,052 -95,017	-93%	-$5.16M	﹤0.01%	1087
2022 Q1	$6.26M	Sell	102,069 -18,949	-16%	-$965K	0.01%	537
2021 Q4	$5.42M	Buy	121,018 +754	+0.6%	+$33K	0.01%	566
2021 Q3	$5.02M	Buy	120,264 +20,264	+20%	+$876K	0.01%	570
2021 Q2	$4.31M	Hold	100,000	–	–	0.01%	588
2021 Q1	$3.99M	Buy	+100,000	New	+$3.68M	0.01%	573

Other funds holding XME

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

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

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

MIFH

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

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Mackenzie Financial's XME Position: Q1 2023 in Review

Mackenzie Financial sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2023, closing a stake of 269,473 shares — an estimated $13.4M sold.

Mackenzie Financial first reported a position in XME in Q1 2021 and held it in 8 quarters. The position peaked at $13.4M in Q4 2022. 290 funds tracked by Wall St. Rank hold XME as of Q1 2023.

Mackenzie Financial reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2023 after selling out during the quarter.
Mackenzie Financial sold 269,473 State Street SPDR S&P Metals & Mining ETF shares in Q1 2023, an estimated $13.4M.
Mackenzie Financial first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and held it in 8 quarters.
Mackenzie Financial's State Street SPDR S&P Metals & Mining ETF position peaked at $13.4M in Q4 2022.
290 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.