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

Tyler-Stone 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 Q3	–	Sell	-420	Closed	-$24.9K	–	963
2024 Q2	$24.9K	Hold	420	–	–	0.01%	488
2024 Q1	$25.3K	Hold	420	–	–	0.01%	483
2023 Q4	$25.1K	Hold	420	–	–	0.01%	468
2023 Q3	$22K	Hold	420	–	–	0.01%	470
2023 Q2	$21K	Buy	+420	New	+$20.6K	0.01%	481
2022 Q4	$33K	Hold	660	–	–	0.02%	372
2022 Q3	$28K	Hold	660	–	–	0.02%	381
2022 Q2	$29K	Hold	660	–	–	0.02%	398
2022 Q1	$40K	Hold	660	–	–	0.02%	372
2021 Q4	$30K	Buy	+660	New	+$28.9K	0.02%	438

Other funds holding XME

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

HIIFS

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Tyler-Stone Wealth Management's XME Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2024, closing a stake of 420 shares — an estimated $24.9K sold.

Tyler-Stone Wealth Management first reported a position in XME in Q4 2021 and held it in 10 quarters. The position peaked at $40K in Q1 2022. 258 funds tracked by Wall St. Rank hold XME as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 420 State Street SPDR S&P Metals & Mining ETF shares in Q3 2024, an estimated $24.9K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $40K in Q1 2022.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.