Meridian Wealth Management’s SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
10,370
+2,061
+25% +$139K 0.03% 381
2025
Q1
$465K Buy
8,309
+1,978
+31% +$111K 0.02% 425
2024
Q4
$359K Buy
+6,331
New +$359K 0.02% 485
2023
Q4
Sell
-26,572
Closed -$1.4M 617
2023
Q3
$1.4M Sell
26,572
-12,598
-32% -$661K 0.09% 193
2023
Q2
$1.99M Buy
39,170
+2,625
+7% +$133K 0.17% 123
2023
Q1
$1.94M Buy
36,545
+14,205
+64% +$755K 0.17% 128
2022
Q4
$1.11M Sell
22,340
-6,089
-21% -$303K 0.11% 177
2022
Q3
$1.21M Buy
28,429
+4,905
+21% +$208K 0.13% 163
2022
Q2
$1.02M Buy
23,524
+18,899
+409% +$820K 0.08% 246
2022
Q1
$283K Buy
4,625
+1
+0% +$61 0.03% 325
2021
Q4
$207K Buy
+4,624
New +$207K 0.02% 381