Strategic Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Strategic Advisors’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 Q1	–	Sell	-18,640	Closed	-$928K	–	213
2022 Q4	$928K	Buy	18,640 +7,482	+67%	+$371K	0.21%	96
2022 Q3	$474K	Sell	11,158 -1,255	-10%	-$58.8K	0.11%	129
2022 Q2	$538K	Sell	12,413 -327	-3%	-$17.8K	0.11%	125
2022 Q1	$780K	Sell	12,740 -682	-5%	-$34.7K	0.14%	117
2021 Q4	$601K	Sell	13,422 -799	-6%	-$35K	0.09%	140
2021 Q3	$593K	Buy	+14,221	New	+$615K	0.13%	126

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

HIIFS

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Strategic Advisors's XME Position: Q1 2023 in Review

Strategic Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2023, closing a stake of 18,640 shares — an estimated $928K sold.

Strategic Advisors first reported a position in XME in Q3 2021 and held it in 6 quarters. The position peaked at $928K in Q4 2022. 291 funds tracked by Wall St. Rank hold XME as of Q1 2023.

Strategic Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2023 after selling out during the quarter.
Strategic Advisors sold 18,640 State Street SPDR S&P Metals & Mining ETF shares in Q1 2023, an estimated $928K.
Strategic Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2021 and held it in 6 quarters.
Strategic Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $928K in Q4 2022.
291 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2023.

Based on Strategic Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.