NWM
XME icon

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

Napa 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
2024
Q1 		– Sell
-4,205
Closed -$252K – 123
2023
Q4 		$252K Buy
+4,205
New +$223K 0.14% 98

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Napa Wealth Management's XME Position: Q1 2024 in Review

Napa Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 4,205 shares — an estimated $252K sold.

Napa Wealth Management first reported a position in XME in Q4 2023 and held it in 1 quarter. The position peaked at $252K in Q4 2023. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

  • Napa Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
  • Napa Wealth Management sold 4,205 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $252K.
  • Napa Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2023 and held it in 1 quarter.
  • Napa Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $252K 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 Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.