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Meritage Portfolio Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Meritage Portfolio Management’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
2024
Q1 		– Sell
-60,244
Closed -$3.6M – 368
2023
Q4 		$3.6M Buy
+60,244
New +$3.19M 0.24% 132

Other funds holding XME

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Meritage Portfolio Management's XME Position: Q1 2024 in Review

Meritage Portfolio Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 60,244 shares — an estimated $3.6M sold.

Meritage Portfolio Management first reported a position in XME in Q4 2023 and held it in 1 quarter. The position peaked at $3.6M in Q4 2023. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

  • Meritage Portfolio Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 60,244 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $3.6M.
  • Meritage Portfolio Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2023 and held it in 1 quarter.
  • Meritage Portfolio Management's State Street SPDR S&P Metals & Mining ETF position peaked at $3.6M in Q4 2023.
  • 272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Meritage Portfolio Management's 13F filing for Q1 2024, filed 29 Apr 2024.