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

Strategic Financial Concepts’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
2024
Q3 		– Sell
-43,281
Closed -$700 – 752
2024
Q2 		$700 Buy
+43,281
New +$2.65M ﹤0.01% 629

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Financial Concepts's XME Position: Q3 2024 in Review

Strategic Financial Concepts sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2024, closing a stake of 43,281 shares — an estimated $700 sold.

Strategic Financial Concepts first reported a position in XME in Q2 2024 and held it in 1 quarter. The position peaked at $700 in Q2 2024. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

  • Strategic Financial Concepts reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 43,281 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $700.
  • Strategic Financial Concepts first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's State Street SPDR S&P Metals & Mining ETF position peaked at $700 in Q2 2024.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.