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

MV Capital 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 Q3	–	Sell	-150	Closed	-$7.62K	–	682
2023 Q2	$7.62K	Hold	150	–	–	﹤0.01%	552
2023 Q1	$7.97K	Hold	150	–	–	﹤0.01%	539
2022 Q4	$7.47K	Hold	150	–	–	﹤0.01%	503
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	539
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	520
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	507
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	557
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	573
2021 Q2	$6K	Buy	+150	New	+$6.52K	﹤0.01%	476

Other funds holding XME

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

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

MV Capital Management's XME Position: Q3 2023 in Review

MV Capital Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 150 shares — an estimated $7.62K sold.

MV Capital Management first reported a position in XME in Q2 2021 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

MV Capital Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
MV Capital Management sold 150 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $7.62K.
MV Capital Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2021 and held it in 9 quarters.
MV Capital Management's State Street SPDR S&P Metals & Mining ETF position peaked at $9K in Q1 2022.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on MV Capital Management's 13F filing for Q3 2023, filed 7 Nov 2023.