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

NewSquare Capital’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	-40	Closed	-$2.03K	–	914
2023 Q2	$2.03K	Hold	40	–	–	﹤0.01%	520
2023 Q1	$2.13K	Hold	40	–	–	﹤0.01%	565
2022 Q4	$1.99K	Buy	+40	New	+$1.98K	﹤0.01%	480

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

NewSquare Capital's XME Position: Q3 2023 in Review

NewSquare Capital sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 40 shares — an estimated $2.03K sold.

NewSquare Capital first reported a position in XME in Q4 2022 and held it in 3 quarters. The position peaked at $2.13K in Q1 2023. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

NewSquare Capital reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 40 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $2.03K.
NewSquare Capital first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 3 quarters.
NewSquare Capital's State Street SPDR S&P Metals & Mining ETF position peaked at $2.13K in Q1 2023.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.