NWM
XME icon

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

NEIRG 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
Q3 		– Sell
-4,272
Closed -$217K – 144
2023
Q2 		$217K Sell
4,272
-194,729
-98% -$9.56M 0.04% 132
2023
Q1 		$10.6M Sell
199,001
-2,887
-1% -$157K 1.83% 17
2022
Q4 		$10.1M Sell
201,888
-8,484
-4% -$421K 1.89% 17
2022
Q3 		$8.94M Sell
210,372
-7,916
-4% -$371K 1.79% 14
2022
Q2 		$9.47M Sell
218,288
-6,641
-3% -$361K 2.07% 13
2022
Q1 		$13.8M Buy
+224,929
New +$11.5M 2.7% 8

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
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
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return