Moody Lynn & Lieberson’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Moody Lynn & Lieberson’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
2021 Q2	–	Sell	-154,870	Closed	-$6.18M	–	231
2021 Q1	$6.18M	Buy	+154,870	New	+$5.7M	0.51%	54
2020 Q1	–	Sell	-46,395	Closed	-$1.36M	–	205
2019 Q4	$1.36M	Buy	+46,395	New	+$1.27M	0.13%	103
2018 Q1	–	Sell	-178,895	Closed	-$6.67M	–	217
2017 Q4	$6.67M	Buy	+178,895	New	+$5.83M	0.71%	44
2017 Q3	–	Sell	-23,069	Closed	-$691K	–	222
2017 Q2	$691K	Buy	+23,069	New	+$680K	0.09%	127
2017 Q1	–	Sell	-539,058	Closed	-$16.4M	–	187
2016 Q4	$16.4M	Buy	+539,058	New	+$15.5M	2.35%	9
2016 Q2	–	Sell	-123,450	Closed	-$2.53M	–	168
2016 Q1	$2.53M	Buy	+123,450	New	+$2M	0.4%	65

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Moody Lynn & Lieberson's XME Position: Q2 2021 in Review

Moody Lynn & Lieberson sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2021, closing a stake of 154,870 shares — an estimated $6.18M sold.

Moody Lynn & Lieberson first reported a position in XME in Q1 2016 and held it in 6 quarters. The position peaked at $16.4M in Q4 2016. 243 funds tracked by Wall St. Rank hold XME as of Q2 2021.

Moody Lynn & Lieberson reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2021 after selling out during the quarter.
Moody Lynn & Lieberson sold 154,870 State Street SPDR S&P Metals & Mining ETF shares in Q2 2021, an estimated $6.18M.
Moody Lynn & Lieberson first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2016 and held it in 6 quarters.
Moody Lynn & Lieberson's State Street SPDR S&P Metals & Mining ETF position peaked at $16.4M in Q4 2016.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2021.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2021, filed 28 Jul 2021.