Whittier Trust’s SPDR S&P Metals & Mining ETF XME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Hold |
788
| – | – | ﹤0.01% | 931 |
|
|
2025
Q1 | $44.1K | Hold |
788
| – | – | ﹤0.01% | 953 |
|
|
2024
Q4 | $44.7K | Hold |
788
| – | – | ﹤0.01% | 952 |
|
|
2024
Q3 | $50.2K | Hold |
788
| – | – | ﹤0.01% | 923 |
|
|
2024
Q2 | $46.8K | Hold |
788
| – | – | ﹤0.01% | 925 |
|
|
2024
Q1 | $47.5K | Hold |
788
| – | – | ﹤0.01% | 947 |
|
|
2023
Q4 | $47.1K | Hold |
788
| – | – | ﹤0.01% | 931 |
|
|
2023
Q3 | $41.4K | Buy |
788
+393
| +99% | +$20.6K | ﹤0.01% | 963 |
|
|
2023
Q2 | $20.1K | Hold |
395
| – | – | ﹤0.01% | 1125 |
|
|
2023
Q1 | $21K | Hold |
395
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q4 | $19.7K | Hold |
395
| – | – | ﹤0.01% | 1150 |
|
|
2022
Q3 | $17K | Hold |
395
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q2 | $17K | Hold |
395
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q1 | $24K | Buy |
+395
| New | +$24K | ﹤0.01% | 1163 |
|
|
2019
Q4 | – | Sell |
-269
| Closed | -$7K | – | 1619 |
|
|
2019
Q3 | $7K | Buy |
+269
| New | +$7K | ﹤0.01% | 1205 |
|