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United Asset Strategies’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

United Asset Strategies’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
-14,274
Closed -$854K – 250
2023
Q4 		$854K Buy
+14,274
New +$756K 0.1% 149
2023
Q1 		– Sell
-17,431
Closed -$868K – 247
2022
Q4 		$868K Buy
+17,431
New +$864K 0.12% 143
2022
Q3 		– Sell
-12,874
Closed -$559K – 232
2022
Q2 		$559K Sell
12,874
-27,047
-68% -$1.47M 0.08% 150
2022
Q1 		$2.45M Buy
39,921
+19,519
+96% +$994K 0.31% 70
2021
Q4 		$914K Sell
20,402
-22,832
-53% -$1,000K 0.11% 128
2021
Q3 		$1.8M Buy
43,234
+12,732
+42% +$551K 0.23% 79
2021
Q2 		$1.31M Sell
30,502
-223,284
-88% -$9.7M 0.18% 99
2021
Q1 		$10.1M Buy
+253,786
New +$9.34M 1.47% 23
2018
Q3 		– Sell
-123,010
Closed -$4.36M – 222
2018
Q2 		$4.36M Buy
123,010
+15,267
+14% +$556K 1.15% 27
2018
Q1 		$3.67M Buy
107,743
+85,895
+393% +$3.16M 1.08% 33
2017
Q4 		$795K Buy
+21,848
New +$712K 0.21% 99
2017
Q3 		– Sell
-23,402
Closed -$701K – 183
2017
Q2 		$701K Sell
23,402
-17,996
-43% -$530K 0.21% 93
2017
Q1 		$1.26M Sell
41,398
-13,329
-24% -$430K 0.38% 66
2016
Q4 		$1.66M Buy
+54,727
New +$1.58M 0.54% 57

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
N
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

United Asset Strategies's XME Position: Q1 2024 in Review

United Asset Strategies sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2024, closing a stake of 14,274 shares — an estimated $854K sold.

United Asset Strategies first reported a position in XME in Q4 2016 and held it in 14 quarters. The position peaked at $10.1M in Q1 2021. 272 funds tracked by Wall St. Rank hold XME as of Q1 2024.

  • United Asset Strategies reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2024 after selling out during the quarter.
  • United Asset Strategies sold 14,274 State Street SPDR S&P Metals & Mining ETF shares in Q1 2024, an estimated $854K.
  • United Asset Strategies first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2016 and held it in 14 quarters.
  • United Asset Strategies's State Street SPDR S&P Metals & Mining ETF position peaked at $10.1M in Q1 2021.
  • 272 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2024.

Based on United Asset Strategies's 13F filing for Q1 2024, filed 23 Apr 2024.