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WealthPLAN Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-17
Closed -$864 – 1198
2023
Q2 		$864 Hold
17
– – ﹤0.01% 1150
2023
Q1 		$904 Buy
+17
New +$925 ﹤0.01% 1209
2016
Q3 		$6.31K Sell
251
-196
-44% -$5.25K ﹤0.01% 667
2016
Q2 		$6.13K Buy
+447
New +$10.1K ﹤0.01% 1911
2015
Q4 		$1.5K Buy
+100
New +$1.67K ﹤0.01% 1513

Other funds holding XME

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return