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

PCG Wealth 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
2023 Q2	–	Sell	-16,456	Closed	-$875K	–	117
2023 Q1	$875K	Sell	16,456 -4,305	-21%	-$234K	0.55%	46
2022 Q4	$1.03M	Sell	20,761 -15,185	-42%	-$753K	0.65%	38
2022 Q3	$1.52M	Buy	35,946 +18,071	+101%	+$847K	0.54%	44
2022 Q2	$776K	Buy	+17,875	New	+$971K	0.55%	40

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

HIIFS

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

PCG Wealth Advisors's XME Position: Q2 2023 in Review

PCG Wealth Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2023, closing a stake of 16,456 shares — an estimated $875K sold.

PCG Wealth Advisors first reported a position in XME in Q2 2022 and held it in 4 quarters. The position peaked at $1.52M in Q3 2022. 276 funds tracked by Wall St. Rank hold XME as of Q2 2023.

PCG Wealth Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2023 after selling out during the quarter.
PCG Wealth Advisors sold 16,456 State Street SPDR S&P Metals & Mining ETF shares in Q2 2023, an estimated $875K.
PCG Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2022 and held it in 4 quarters.
PCG Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $1.52M in Q3 2022.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on PCG Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.