Sterling Investment Advisors (Pennsylvania)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-766	Closed	-$33K	–	539
2022 Q2	$33K	Hold	766	–	–	0.01%	274
2022 Q1	$47K	Hold	766	–	–	0.01%	257
2021 Q4	$34K	Hold	766	–	–	0.01%	300
2021 Q3	$32K	Buy	766 +141	+23%	+$6.1K	0.01%	306
2021 Q2	$27K	Hold	625	–	–	0.01%	323
2021 Q1	$25K	Buy	+625	New	+$23K	0.01%	312

Other funds holding XME

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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 $20.6B AUM 59.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XME Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2022, closing a stake of 766 shares — an estimated $33K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XME in Q1 2021 and held it in 6 quarters. The position peaked at $47K in Q1 2022. 245 funds tracked by Wall St. Rank hold XME as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 766 State Street SPDR S&P Metals & Mining ETF shares in Q3 2022, an estimated $33K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and held it in 6 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR S&P Metals & Mining ETF position peaked at $47K in Q1 2022.
245 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.