Synergy Asset Management’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+3,399
| New | +$228K | 0.03% | 169 |
|
|
2025
Q1 | – | Sell |
-8,456
| Closed | -$512K | – | 883 |
|
|
2024
Q4 | $512K | Buy |
8,456
+4,424
| +110% | +$268K | 0.04% | 154 |
|
|
2024
Q3 | $257K | Buy |
+4,032
| New | +$257K | 0.04% | 121 |
|
|
2024
Q2 | – | Sell |
-4,038
| Closed | -$243K | – | 171 |
|
|
2024
Q1 | $243K | Buy |
+4,038
| New | +$243K | 0.04% | 114 |
|
|
2023
Q2 | – | Sell |
-4,068
| Closed | -$216K | – | 141 |
|
|
2023
Q1 | $216K | Sell |
4,068
-292
| -7% | -$15.5K | 0.05% | 107 |
|
|
2022
Q4 | $217K | Sell |
4,360
-436
| -9% | -$21.7K | 0.06% | 97 |
|
|
2022
Q3 | $204K | Buy |
+4,796
| New | +$204K | 0.06% | 102 |
|