Modern 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
$671K Sell
9,984
-495
-5% -$33.3K 0.02% 425
2025
Q1
$587K Buy
10,479
+238
+2% +$13.3K 0.02% 385
2024
Q4
$581K Buy
10,241
+569
+6% +$32.3K 0.02% 333
2024
Q3
$616K Buy
9,672
+966
+11% +$61.6K 0.04% 224
2024
Q2
$517K Sell
8,706
-424
-5% -$25.2K 0.04% 217
2024
Q1
$550K Buy
+9,130
New +$550K 0.05% 168