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

TFO Wealth Partners’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
Q4 		– Sell
-958
Closed -$48.7K – 1106
2023
Q3 		$48.7K Buy
+958
New +$49.6K 0.01% 91
2020
Q4 		– Sell
-33
Closed -$1K – 175
2020
Q3 		$1K Buy
+33
New +$780 ﹤0.01% 150

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

TFO Wealth Partners's XME Position: Q4 2023 in Review

TFO Wealth Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2023, closing a stake of 958 shares — an estimated $48.7K sold.

TFO Wealth Partners first reported a position in XME in Q3 2020 and held it in 2 quarters. The position peaked at $48.7K in Q3 2023. 273 funds tracked by Wall St. Rank hold XME as of Q4 2023.

  • TFO Wealth Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 958 State Street SPDR S&P Metals & Mining ETF shares in Q4 2023, an estimated $48.7K.
  • TFO Wealth Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2020 and held it in 2 quarters.
  • TFO Wealth Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $48.7K in Q3 2023.
  • 273 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.