Winslow Evans & Crocker’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$2K	Buy	+65	New	+$1.84K	﹤0.01%	1250
2015 Q1	–	Sell	-300	Closed	-$9.26K	–	1315
2014 Q4	$9.26K	Hold	300	–	–	﹤0.01%	897
2014 Q3	$11K	Hold	300	–	–	﹤0.01%	873
2014 Q2	$12.7K	Hold	300	–	–	﹤0.01%	793
2014 Q1	$12.5K	Hold	300	–	–	﹤0.01%	794
2013 Q4	$13K	Buy	+300	New	+$11.8K	﹤0.01%	829

Other funds holding XME

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Winslow Evans & Crocker's XME Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2020: 65 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in XME as recently as Q4 2014.

Winslow Evans & Crocker first reported a position in XME in Q4 2013 and has held it in 6 quarters since. The position peaked at $13K in Q4 2013. 147 funds tracked by Wall St. Rank hold XME as of Q4 2020.

Winslow Evans & Crocker held 65 shares of State Street SPDR S&P Metals & Mining ETF worth $2K as of Q4 2020.
State Street SPDR S&P Metals & Mining ETF was a new Winslow Evans & Crocker position in Q4 2020.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1250 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2013 and has held it in 6 quarters since.
Winslow Evans & Crocker's State Street SPDR S&P Metals & Mining ETF position peaked at $13K in Q4 2013.
147 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.