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

Marks Wealth’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
Q2 		– Sell
-325,955
Closed -$20M – 37
2022
Q1 		$20M Buy
+325,955
New +$16.6M 6.09% 6

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Marks Wealth's XME Position: Q2 2022 in Review

Marks Wealth sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2022, closing a stake of 325,955 shares — an estimated $20M sold.

Marks Wealth first reported a position in XME in Q1 2022 and held it in 1 quarter. The position peaked at $20M in Q1 2022. 278 funds tracked by Wall St. Rank hold XME as of Q2 2022.

  • Marks Wealth reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2022 after selling out during the quarter.
  • Marks Wealth sold 325,955 State Street SPDR S&P Metals & Mining ETF shares in Q2 2022, an estimated $20M.
  • Marks Wealth first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 1 quarter.
  • Marks Wealth's State Street SPDR S&P Metals & Mining ETF position peaked at $20M in Q1 2022.
  • 278 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.