Simplicity Solutions’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Simplicity Solutions’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 Q4	–	Sell	-31,613	Closed	-$1.66M	–	1106
2023 Q3	$1.66M	Sell	31,613 -1,343	-4%	-$69.6K	0.05%	318
2023 Q2	$1.67M	Buy	32,956 +3,194	+11%	+$157K	0.05%	357
2023 Q1	$1.58M	Buy	+29,762	New	+$1.62M	0.04%	362

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HIIFS

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

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

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

Simplicity Solutions's XME Position: Q4 2023 in Review

Simplicity Solutions sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2023, closing a stake of 31,613 shares — an estimated $1.66M sold.

Simplicity Solutions first reported a position in XME in Q1 2023 and held it in 3 quarters. The position peaked at $1.67M in Q2 2023. 273 funds tracked by Wall St. Rank hold XME as of Q4 2023.

Simplicity Solutions reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2023 after selling out during the quarter.
Simplicity Solutions sold 31,613 State Street SPDR S&P Metals & Mining ETF shares in Q4 2023, an estimated $1.66M.
Simplicity Solutions first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2023 and held it in 3 quarters.
Simplicity Solutions's State Street SPDR S&P Metals & Mining ETF position peaked at $1.67M in Q2 2023.
273 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.