Patriot Financial Group Insurance Agency’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-38	Closed	-$2K	–	2272
2021 Q4	$2K	Sell	38 -501	-93%	-$21.9K	﹤0.01%	1983
2021 Q3	$22K	Buy	539 +1	+0.2%	+$43	﹤0.01%	1181
2021 Q2	$23K	Hold	538	–	–	﹤0.01%	1127
2021 Q1	$21K	Buy	+538	New	+$19.8K	﹤0.01%	1074
2019 Q2	–	Sell	-101	Closed	-$3K	–	1476
2019 Q1	$3K	Buy	101 +1	+1%	+$30	﹤0.01%	975
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	810
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	831
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	510
2018 Q1	$3K	Sell	100 -106	-51%	-$3.9K	﹤0.01%	845
2017 Q4	$8K	Buy	206 +106	+106%	+$3.46K	0.01%	634
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	809
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	799
2017 Q1	$3K	Buy	+100	New	+$3.22K	﹤0.01%	730

Other funds holding XME

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XME Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2022, closing a stake of 38 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in XME in Q1 2017 and held it in 13 quarters. The position peaked at $23K in Q2 2021. 328 funds tracked by Wall St. Rank hold XME as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 38 State Street SPDR S&P Metals & Mining ETF shares in Q1 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2017 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Metals & Mining ETF position peaked at $23K in Q2 2021.
328 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.