Woodward Diversified Capital’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Woodward Diversified Capital’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
2022 Q2	–	Sell	-4,210	Closed	-$258K	–	161
2022 Q1	$258K	Buy	+4,210	New	+$214K	0.17%	128

Other funds holding XME

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Woodward Diversified Capital's XME Position: Q2 2022 in Review

Woodward Diversified Capital sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2022, closing a stake of 4,210 shares — an estimated $258K sold.

Woodward Diversified Capital first reported a position in XME in Q1 2022 and held it in 1 quarter. The position peaked at $258K in Q1 2022. 278 funds tracked by Wall St. Rank hold XME as of Q2 2022.

Woodward Diversified Capital reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2022 after selling out during the quarter.
Woodward Diversified Capital sold 4,210 State Street SPDR S&P Metals & Mining ETF shares in Q2 2022, an estimated $258K.
Woodward Diversified Capital first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 1 quarter.
Woodward Diversified Capital's State Street SPDR S&P Metals & Mining ETF position peaked at $258K in Q1 2022.
278 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2022.

Based on Woodward Diversified Capital's 13F filing for Q2 2022, filed 26 Jul 2022.