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

Private Advisory 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
2023 Q2	–	Sell	-5,294	Closed	-$281K	–	238
2023 Q1	$281K	Buy	+5,294	New	+$288K	0.06%	176
2022 Q2	–	Sell	-4,969	Closed	-$305K	–	207
2022 Q1	$305K	Buy	+4,969	New	+$253K	0.06%	132
2021 Q3	–	Sell	-7,131	Closed	-$307K	–	147
2021 Q2	$307K	Buy	+7,131	New	+$310K	0.08%	108
2017 Q1	–	Sell	-11,063	Closed	-$336K	–	163
2016 Q4	$336K	Buy	+11,063	New	+$319K	0.23%	89

Other funds holding XME

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Private Advisory Group's XME Position: Q2 2023 in Review

Private Advisory Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2023, closing a stake of 5,294 shares — an estimated $281K sold.

Private Advisory Group first reported a position in XME in Q4 2016 and held it in 4 quarters. The position peaked at $336K in Q4 2016. 277 funds tracked by Wall St. Rank hold XME as of Q2 2023.

Private Advisory Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2023 after selling out during the quarter.
Private Advisory Group sold 5,294 State Street SPDR S&P Metals & Mining ETF shares in Q2 2023, an estimated $281K.
Private Advisory Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2016 and held it in 4 quarters.
Private Advisory Group's State Street SPDR S&P Metals & Mining ETF position peaked at $336K in Q4 2016.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.