PIWA
XME icon

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

Prevail Innovative 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
Q3 		– Sell
-17,533
Closed -$891K – 166
2023
Q2 		$891K Buy
+17,533
New +$861K 0.49% 65

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

Prevail Innovative Wealth Advisors's XME Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 17,533 shares — an estimated $891K sold.

Prevail Innovative Wealth Advisors first reported a position in XME in Q2 2023 and held it in 1 quarter. The position peaked at $891K in Q2 2023. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 17,533 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $891K.
  • Prevail Innovative Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $891K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.