WR Wealth Planners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

WR Wealth Planners’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 Q3	–	Sell	-622	Closed	-$27K	–	565
2022 Q2	$27K	Hold	622	–	–	0.02%	207
2022 Q1	$38.1K	Buy	+622	New	+$31.7K	0.02%	186

Other funds holding XME

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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

HIIFS

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's XME Position: Q3 2022 in Review

WR Wealth Planners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2022, closing a stake of 622 shares — an estimated $27K sold.

WR Wealth Planners first reported a position in XME in Q1 2022 and held it in 2 quarters. The position peaked at $38.1K in Q1 2022. 245 funds tracked by Wall St. Rank hold XME as of Q3 2022.

WR Wealth Planners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2022 after selling out during the quarter.
WR Wealth Planners sold 622 State Street SPDR S&P Metals & Mining ETF shares in Q3 2022, an estimated $27K.
WR Wealth Planners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 2 quarters.
WR Wealth Planners's State Street SPDR S&P Metals & Mining ETF position peaked at $38.1K in Q1 2022.
245 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2022.

Based on WR Wealth Planners's 13F filing for Q3 2022, filed 10 Oct 2024.