OPS
XME icon

Orion Portfolio Solutions’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-2,618
Closed -$55K – 2085
2020
Q2 		$55K Buy
2,618
+510
+24% +$10.1K ﹤0.01% 680
2020
Q1 		$34K Sell
2,108
-1,832
-46% -$42.5K ﹤0.01% 686
2019
Q4 		$115K Buy
+3,940
New +$108K 0.01% 395

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Orion Portfolio Solutions's XME Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2020, closing a stake of 2,618 shares — an estimated $55K sold.

Orion Portfolio Solutions first reported a position in XME in Q4 2019 and held it in 3 quarters. The position peaked at $115K in Q4 2019. 114 funds tracked by Wall St. Rank hold XME as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,618 State Street SPDR S&P Metals & Mining ETF shares in Q3 2020, an estimated $55K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's State Street SPDR S&P Metals & Mining ETF position peaked at $115K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.