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

Transamerica Financial 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
2024 Q1	–	Sell	-1	Closed	-$1K	–	700
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	620
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	641
2023 Q2	$1K	Buy	+1	New	+$49	﹤0.01%	613
2023 Q1	–	Sell	-1	Closed	-$1K	–	716
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	685
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	640
2022 Q2	$1K	Buy	+1	New	+$54	﹤0.01%	651
2020 Q3	–	Sell	-1	Closed	-$1K	–	509
2020 Q2	$1K	Buy	+1	New	+$20	﹤0.01%	499
2019 Q3	–	Sell	-1	Closed	-$1K	–	545
2019 Q2	$1K	Buy	+1	New	+$28	﹤0.01%	544
2019 Q1	–	Sell	-1	Closed	-$1K	–	480
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	495
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	492
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	481
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	438
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	415
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	405
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	382
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	374
2016 Q4	$1K	Buy	+1	New	+$29	﹤0.01%	409
2015 Q3	–	Sell	-1	Closed	-$1K	–	925
2015 Q2	$1K	Hold	1	–	–	﹤0.01%	867
2015 Q1	$1K	Hold	1	–	–	﹤0.01%	866
2014 Q4	$1K	Hold	1	–	–	﹤0.01%	707
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	662
2014 Q2	$1K	Sell	1 -92	-99%	-$3.79K	﹤0.01%	671
2014 Q1	$4K	Buy	+93	New	+$3.83K	﹤0.01%	531

Other funds holding XME

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Transamerica Financial Advisors's XME Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in XME in Q1 2014 and held it in 23 quarters. The position peaked at $4K in Q1 2014. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

Transamerica Financial Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
Transamerica Financial Advisors sold 1 State Street SPDR S&P Metals & Mining ETF share in Q1 2024, an estimated $1K.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2014 and held it in 23 quarters.
Transamerica Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $4K in Q1 2014.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.