RIS
Retirement Income Solutions’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Hold |
10,349
| – | – | 0.13% | 65 |
|
|
2025
Q1 | $579K | Hold |
10,349
| – | – | 0.12% | 70 |
|
|
2024
Q4 | $587K | Hold |
10,349
| – | – | 0.12% | 66 |
|
|
2024
Q3 | $659K | Sell |
10,349
-1,223
| -11% | -$77.9K | 0.15% | 62 |
|
|
2024
Q2 | $687K | Hold |
11,572
| – | – | 0.17% | 57 |
|
|
2024
Q1 | $698K | Sell |
11,572
-2,982
| -20% | -$180K | 0.16% | 65 |
|
|
2023
Q4 | $871K | Hold |
14,554
| – | – | 0.22% | 52 |
|
|
2023
Q3 | $764K | Sell |
14,554
-675
| -4% | -$35.4K | 0.21% | 54 |
|
|
2023
Q2 | $774K | Sell |
15,229
-1,651
| -10% | -$83.9K | 0.21% | 57 |
|
|
2023
Q1 | $897K | Sell |
16,880
-3,878
| -19% | -$206K | 0.26% | 50 |
|
|
2022
Q4 | $1.03M | Buy |
+20,758
| New | +$1.03M | 0.33% | 43 |
|