Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAP
Wealthcare Advisory Partners’s
State Street SPDR S&P Metals & Mining ETF
XME
Stock Holding History
Wealthcare Advisory Partners’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
2025
Q4
–
Sell
-6,267
Closed
-$584K
–
1113
2025
Q3
$584K
Buy
+6,267
New
+$500K
0.01%
636
2022
Q2
–
Sell
-4,795
Closed
-$294K
–
624
2022
Q1
$294K
Sell
4,795
-1,230
-20%
-$62.7K
0.02%
422
2021
Q4
$270K
Sell
6,025
-350
-5%
-$15.3K
0.02%
470
2021
Q3
$266K
Buy
+6,375
New
+$276K
0.02%
448
2021
Q2
–
Sell
-2,650
Closed
-$106K
–
1899
2021
Q1
$106K
Buy
+2,650
New
+$97.5K
0.01%
649
2020
Q2
–
Sell
-2,650
Closed
-$43K
–
1387
2020
Q1
$43K
Hold
2,650
–
–
0.01%
540
2019
Q4
$78K
Hold
2,650
–
–
0.01%
452
2019
Q3
$67K
Buy
+2,650
New
+$70.9K
0.01%
474
2018
Q2
–
Sell
-62
Closed
-$2K
–
1322
2018
Q1
$2K
Buy
+62
New
+$2.28K
﹤0.01%
980
Other funds holding XME
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
VU
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
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close