tru Independence’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

tru Independence’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
2022 Q2	–	Sell	-6,000	Closed	-$367K	–	210
2022 Q1	$367K	Hold	6,000	–	–	0.1%	113
2021 Q4	$269K	Hold	6,000	–	–	0.07%	126
2021 Q3	$250K	Sell	6,000 -5,000	-45%	-$216K	0.07%	128
2021 Q2	$473K	Hold	11,000	–	–	0.14%	75
2021 Q1	$481K	Hold	11,000	–	–	0.09%	175
2020 Q4	$368K	Buy	+11,000	New	+$312K	0.67%	22
2020 Q3	–	Sell	-11,000	Closed	-$233K	–	867
2020 Q2	$233K	Buy	+11,000	New	+$217K	0.03%	235

Other funds holding XME

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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HIIFS

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

tru Independence's XME Position: Q2 2022 in Review

tru Independence sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2022, closing a stake of 6,000 shares — an estimated $367K sold.

tru Independence first reported a position in XME in Q2 2020 and held it in 7 quarters. The position peaked at $481K in Q1 2021. 277 funds tracked by Wall St. Rank hold XME as of Q2 2022.

tru Independence reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 6,000 State Street SPDR S&P Metals & Mining ETF shares in Q2 2022, an estimated $367K.
tru Independence first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2020 and held it in 7 quarters.
tru Independence's State Street SPDR S&P Metals & Mining ETF position peaked at $481K in Q1 2021.
277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.