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

Merriman Wealth 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
2023 Q1	–	Sell	-16,844	Closed	-$839K	–	227
2022 Q4	$839K	Buy	+16,844	New	+$835K	0.04%	117
2022 Q2	–	Sell	-20,000	Closed	-$1.23M	–	211
2022 Q1	$1.23M	Sell	20,000 -2,000	-9%	-$102K	0.1%	70
2021 Q4	$985K	Buy	+22,000	New	+$963K	0.07%	104
2021 Q3	–	Sell	-48,000	Closed	-$2.07M	–	230
2021 Q2	$2.07M	Buy	48,000 +18,000	+60%	+$782K	0.18%	79
2021 Q1	$1.2M	Buy	+30,000	New	+$1.1M	0.14%	89
2017 Q2	–	Sell	-293,808	Closed	-$8.94M	–	142
2017 Q1	$8.94M	Buy	293,808 +103,081	+54%	+$3.32M	2.17%	9
2016 Q4	$5.8M	Sell	190,727 -22,856	-11%	-$658K	1.59%	19
2016 Q3	$5.66M	Buy	+213,583	New	+$5.73M	1.17%	33

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

Merriman Wealth Management's XME Position: Q1 2023 in Review

Merriman Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2023, closing a stake of 16,844 shares — an estimated $839K sold.

Merriman Wealth Management first reported a position in XME in Q3 2016 and held it in 8 quarters. The position peaked at $8.94M in Q1 2017. 290 funds tracked by Wall St. Rank hold XME as of Q1 2023.

Merriman Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2023 after selling out during the quarter.
Merriman Wealth Management sold 16,844 State Street SPDR S&P Metals & Mining ETF shares in Q1 2023, an estimated $839K.
Merriman Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2016 and held it in 8 quarters.
Merriman Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $8.94M in Q1 2017.
290 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.