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

WFG 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
2017 Q2	$15K	Sell	500 -350	-41%	-$10.3K	﹤0.01%	1031
2017 Q1	$26K	Buy	850 +500	+143%	+$16.1K	0.01%	827
2016 Q4	$11K	Hold	350	–	–	﹤0.01%	1085
2016 Q3	$9K	Buy	+350	New	+$9.38K	﹤0.01%	1167
2015 Q2	–	Sell	-303	Closed	-$8K	–	1825
2015 Q1	$8K	Hold	303	–	–	﹤0.01%	1269
2014 Q4	$9K	Hold	303	–	–	﹤0.01%	1502
2014 Q3	$11K	Hold	303	–	–	﹤0.01%	1474
2014 Q2	$13K	Hold	303	–	–	﹤0.01%	1413
2014 Q1	$13K	Hold	303	–	–	﹤0.01%	1402
2013 Q4	$13K	Hold	303	–	–	﹤0.01%	1505
2013 Q3	$11K	Buy	303 +2	+0.7%	+$72	﹤0.01%	1494
2013 Q2	$10K	Buy	+301	New	+$11.1K	﹤0.01%	1462

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

WFG Advisors's XME Position: Q2 2017 in Review

WFG Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 41% in Q2 2017, selling an estimated $10.3K and leaving 500 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

WFG Advisors first reported a position in XME in Q2 2013 and has held it in 12 quarters since. The position peaked at $26K in Q1 2017. 109 funds tracked by Wall St. Rank hold XME as of Q2 2017.

WFG Advisors held 500 shares of State Street SPDR S&P Metals & Mining ETF worth $15K as of Q2 2017.
WFG Advisors sold 350 State Street SPDR S&P Metals & Mining ETF shares in Q2 2017, an estimated $10.3K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1031 holding.
WFG Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $26K in Q1 2017.
109 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.