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

Tradition Wealth Management’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 Q1	–	Sell	-112	Closed	-$7K	–	1209
2023 Q4	$7K	Hold	112	–	–	﹤0.01%	1091
2023 Q3	$6K	Buy	112 +1	+0.9%	+$52	﹤0.01%	1149
2023 Q2	$6K	Sell	111 -200	-64%	-$9.82K	﹤0.01%	1181
2023 Q1	$17K	Buy	311 +1	+0.3%	+$54	﹤0.01%	873
2022 Q4	$15K	Hold	310	–	–	﹤0.01%	815
2022 Q3	$13K	Buy	310 +1	+0.3%	+$47	﹤0.01%	871
2022 Q2	$13K	Hold	309	–	–	﹤0.01%	765
2022 Q1	$19K	Hold	309	–	–	﹤0.01%	735
2021 Q4	$14K	Buy	309 +1	+0.3%	+$44	﹤0.01%	827
2021 Q3	$13K	Hold	308	–	–	﹤0.01%	851
2021 Q2	$13K	Hold	308	–	–	﹤0.01%	881
2021 Q1	$12K	Hold	308	–	–	﹤0.01%	753
2020 Q4	$10K	Buy	+308	New	+$8.74K	﹤0.01%	753

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Tradition Wealth Management's XME Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 112 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in XME in Q4 2020 and held it in 13 quarters. The position peaked at $19K in Q1 2022. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

Tradition Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 112 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $7K.
Tradition Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $19K in Q1 2022.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.