Sequoia Financial Advisors’s SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$831K Sell
12,362
-214
-2% -$14.4K 0.01% 759
2025
Q1
$704K Sell
12,576
-984
-7% -$55.1K 0.01% 731
2024
Q4
$770K Buy
13,560
+3,144
+30% +$178K 0.01% 664
2024
Q3
$664K Buy
+10,416
New +$664K 0.01% 658