Principal Financial Group
XME icon

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

Principal Financial Group’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
2017
Q4 		– Sell
-266,234
Closed -$8.57M – 2275
2017
Q3 		$8.57M Buy
266,234
+122,034
+85% +$3.82M 0.01% 1337
2017
Q2 		$4.32M Sell
144,200
-142,798
-50% -$4.21M ﹤0.01% 1598
2017
Q1 		$8.73M Buy
286,998
+212,866
+287% +$6.86M 0.01% 1269
2016
Q4 		$2.25M Buy
+74,132
New +$2.14M ﹤0.01% 1702

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Principal Financial Group's XME Position: Q4 2017 in Review

Principal Financial Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2017, closing a stake of 266,234 shares — an estimated $8.57M sold.

Principal Financial Group first reported a position in XME in Q4 2016 and held it in 4 quarters. The position peaked at $8.73M in Q1 2017. 133 funds tracked by Wall St. Rank hold XME as of Q4 2017.

  • Principal Financial Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2017 after selling out during the quarter.
  • Principal Financial Group sold 266,234 State Street SPDR S&P Metals & Mining ETF shares in Q4 2017, an estimated $8.57M.
  • Principal Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2016 and held it in 4 quarters.
  • Principal Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $8.73M in Q1 2017.
  • 133 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2017.

Based on Principal Financial Group's 13F filing for Q4 2017, filed 13 Feb 2018.