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

Valeo 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
2023
Q2 		– Sell
-18,095
Closed -$18.1K – 682
2023
Q1 		$18.1K Buy
+18,095
New +$985K ﹤0.01% 602

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Valeo Financial Advisors's XME Position: Q2 2023 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2023, closing a stake of 18,095 shares — an estimated $18.1K sold.

Valeo Financial Advisors first reported a position in XME in Q1 2023 and held it in 1 quarter. The position peaked at $18.1K in Q1 2023. 277 funds tracked by Wall St. Rank hold XME as of Q2 2023.

  • Valeo Financial Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 18,095 State Street SPDR S&P Metals & Mining ETF shares in Q2 2023, an estimated $18.1K.
  • Valeo Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2023 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $18.1K in Q1 2023.
  • 277 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.