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

Patten & Patten’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
-5,645
Closed -$287K – 282
2023
Q2 		$287K Hold
5,645
– – 0.02% 235
2023
Q1 		$300K Buy
5,645
+875
+18% +$47.6K 0.03% 227
2022
Q4 		$238K Sell
4,770
-10,815
-69% -$536K 0.02% 243
2022
Q3 		$662K Buy
15,585
+800
+5% +$37.5K 0.06% 172
2022
Q2 		$642K Buy
14,785
+4,730
+47% +$257K 0.06% 177
2022
Q1 		$616K Buy
+10,055
New +$512K 0.05% 192
2021
Q3 		– Sell
-27,635
Closed -$1.19M – 281
2021
Q2 		$1.19M Buy
27,635
+4,610
+20% +$200K 0.09% 134
2021
Q1 		$919K Buy
+23,025
New +$848K 0.08% 154

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