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

McClarren Financial Advisors’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
Q3 		– Sell
-101
Closed -$5K – 412
2023
Q2 		$5K Hold
101
– – ﹤0.01% 287
2023
Q1 		$5K Buy
101
+1
+1% +$54 ﹤0.01% 274
2022
Q4 		$5K Buy
+100
New +$4.96K ﹤0.01% 283

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

McClarren Financial Advisors's XME Position: Q3 2023 in Review

McClarren Financial Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 101 shares — an estimated $5K sold.

McClarren Financial Advisors first reported a position in XME in Q4 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2023. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

  • McClarren Financial Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 101 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $5K.
  • McClarren Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 3 quarters.
  • McClarren Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $5K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.