YWP
XME icon

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

YorkBridge Wealth Partners’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
Q4 		– Sell
-200
Closed -$6K – 912
2017
Q3 		$6K Hold
200
– – ﹤0.01% 696
2017
Q2 		$6K Hold
200
– – ﹤0.01% 694
2017
Q1 		$6K Hold
200
– – ﹤0.01% 681
2016
Q4 		$6K Buy
+200
New +$5.76K ﹤0.01% 663

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

YorkBridge Wealth Partners's XME Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2017, closing a stake of 200 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in XME in Q4 2016 and held it in 4 quarters. The position peaked at $6K in Q3 2017. 133 funds tracked by Wall St. Rank hold XME as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 200 State Street SPDR S&P Metals & Mining ETF shares in Q4 2017, an estimated $6K.
  • YorkBridge Wealth Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $6K in Q3 2017.
  • 133 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.