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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-191,236
Closed -$9.72M 49
2023
Q2
$9.72M Buy
191,236
+18,661
+11% +$916K 2.83% 15
2023
Q1
$9.17M Buy
+172,575
New +$9.39M 2.6% 13
2021
Q1
Sell
-285,322
Closed -$9.54M 57
2020
Q4
$9.54M Buy
+285,322
New +$8.09M 2.52% 18

Other funds holding XME

Sage Advisory Services's XME Position: Q3 2023 in Review

Sage Advisory Services sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 191,236 shares — an estimated $9.72M sold.

Sage Advisory Services first reported a position in XME in Q4 2020 and held it in 3 quarters. The position peaked at $9.72M in Q2 2023. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

  • Sage Advisory Services reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
  • Sage Advisory Services sold 191,236 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $9.72M.
  • Sage Advisory Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2020 and held it in 3 quarters.
  • Sage Advisory Services's State Street SPDR S&P Metals & Mining ETF position peaked at $9.72M 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 Sage Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.