Savant Capital’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Savant Capital’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 Q3	–	Sell	-10,824	Closed	-$550K	–	833
2023 Q2	$550K	Hold	10,824	–	–	0.01%	488
2023 Q1	$575K	Buy	+10,824	New	+$589K	0.01%	426

Other funds holding XME

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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 $526M AUM 31.17% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Savant Capital's XME Position: Q3 2023 in Review

Savant Capital sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 10,824 shares — an estimated $550K sold.

Savant Capital first reported a position in XME in Q1 2023 and held it in 2 quarters. The position peaked at $575K in Q1 2023. 266 funds tracked by Wall St. Rank hold XME as of Q3 2023.

Savant Capital reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
Savant Capital sold 10,824 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $550K.
Savant Capital first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2023 and held it in 2 quarters.
Savant Capital's State Street SPDR S&P Metals & Mining ETF position peaked at $575K in Q1 2023.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on Savant Capital's 13F filing for Q3 2023, filed 7 Nov 2023.