PFA
XME icon

Paradigm Financial Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Paradigm Financial Advisors’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
2014
Q1 		– Sell
-886
Closed -$37K – 285
2013
Q4 		$37K Buy
+886
New +$34.7K 0.04% 156

Other funds holding XME

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Financial Advisors's XME Position: Q1 2014 in Review

Paradigm Financial Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2014, closing a stake of 886 shares — an estimated $37K sold.

Paradigm Financial Advisors first reported a position in XME in Q4 2013 and held it in 1 quarter. The position peaked at $37K in Q4 2013. 81 funds tracked by Wall St. Rank hold XME as of Q1 2014.

  • Paradigm Financial Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 886 State Street SPDR S&P Metals & Mining ETF shares in Q1 2014, an estimated $37K.
  • Paradigm Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2013 and held it in 1 quarter.
  • Paradigm Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $37K in Q4 2013.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2014.

Based on Paradigm Financial Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.