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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

WealthPLAN Partners's XME Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2023, closing a stake of 17 shares — an estimated $864 sold.

WealthPLAN Partners first reported a position in XME in Q4 2015 and held it in 5 quarters. The position peaked at $6.31K in Q3 2016. 265 funds tracked by Wall St. Rank hold XME as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 17 State Street SPDR S&P Metals & Mining ETF shares in Q3 2023, an estimated $864.
WealthPLAN Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $6.31K in Q3 2016.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.