SWA
XME icon

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

Strategies Wealth 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
2025
Q1 		– Sell
-4,650
Closed -$291K – 186
2024
Q4 		$291K Sell
4,650
-7,500
-62% -$483K 0.04% 105
2024
Q3 		$774K Sell
12,150
-11,131
-48% -$667K 0.1% 51
2024
Q2 		$1.38M Sell
23,281
-17,867
-43% -$1.09M 0.2% 35
2024
Q1 		$2.48M Sell
41,148
-32,845
-44% -$1.88M 0.38% 28
2023
Q4 		$4.43M Buy
73,993
+1,244
+2% +$65.9K 0.76% 21
2023
Q3 		$3.82M Buy
72,749
+941
+1% +$48.8K 0.75% 25
2023
Q2 		$3.65M Buy
71,808
+3,021
+4% +$148K 0.75% 23
2023
Q1 		$3.66M Buy
68,787
+6,099
+10% +$332K 0.8% 22
2022
Q4 		$3.12M Buy
+62,688
New +$3.11M 0.77% 23
2022
Q2 		$1.84M Buy
+42,394
New +$2.3M 0.53% 28

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return