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

Retirement 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
2024 Q1	$5.12K	Sell	85 -3,712	-98%	-$212K	﹤0.01%	561
2023 Q4	$227K	Buy	3,797 +3,189	+525%	+$169K	0.09%	97
2023 Q3	$31.9K	Buy	608 +523	+615%	+$27.1K	0.01%	259
2023 Q2	$4.32K	Hold	85	–	–	﹤0.01%	531
2023 Q1	$5K	Hold	85	–	–	﹤0.01%	505
2022 Q4	$4K	Hold	85	–	–	﹤0.01%	468
2022 Q3	$4K	Hold	85	–	–	﹤0.01%	358
2022 Q2	$4K	Hold	85	–	–	﹤0.01%	566
2022 Q1	$5K	Hold	85	–	–	﹤0.01%	553
2021 Q4	$4K	Hold	85	–	–	﹤0.01%	556
2021 Q3	$4K	Hold	85	–	–	﹤0.01%	475
2021 Q2	$4K	Hold	85	–	–	﹤0.01%	522
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	616
2020 Q4	$2K	Hold	85	–	–	﹤0.01%	590
2020 Q3	$2K	Hold	85	–	–	﹤0.01%	581
2020 Q2	$2K	Buy	+85	New	+$1.68K	﹤0.01%	565
2019 Q4	$2K	Buy	+85	New	+$2.32K	﹤0.01%	559

Other funds holding XME

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

Goldman Sachs New York $871B AUM 31.28% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Retirement Group's XME Position: Q1 2024 in Review

Retirement Group reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 98% in Q1 2024, selling an estimated $212K and leaving 85 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Retirement Group first reported a position in XME in Q4 2019 and has held it in 17 quarters since. The position peaked at $227K in Q4 2023. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

Retirement Group held 85 shares of State Street SPDR S&P Metals & Mining ETF worth $5.12K as of Q1 2024.
Retirement Group sold 3,712 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $212K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #561 holding.
Retirement Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street SPDR S&P Metals & Mining ETF position peaked at $227K in Q4 2023.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.