Avitas Wealth Management LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024

A detailed history of Avitas Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Avitas Wealth Management LLC holds 3,468 shares of XME stock, worth $199,964. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,468
Previous 3,527 1.67%
Holding current value
$199,964
Previous $209,000 5.26%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$54.2 - $65.22 $3,197 - $3,847
-59 Reduced 1.67%
3,468 $220,000
Q2 2024

Jul 24, 2024
BUY
$57.95 - $65.15 $521 - $586
9 Added 0.26%
3,527 $209,000
Q1 2024

Apr 24, 2024
SELL
$54.61 - $60.28 $1,965 - $2,170
-36 Reduced 1.01%
3,518 $212,000
Q4 2023

Jan 24, 2024
BUY
$48.56 - $61.4 $172,582 - $218,215
3,554 New
3,554 $212,000
Q2 2022

Jul 29, 2022
SELL
$43.4 - $65.85 $210,533 - $319,438
-4,851 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
$41.02 - $63.33 $67,108 - $103,607
-1,636 Reduced 25.22%
4,851 $297,000
Q4 2021

Jan 26, 2022
SELL
$40.28 - $47.31 $2,134 - $2,507
-53 Reduced 0.81%
6,487 $290,000
Q3 2021

Oct 28, 2021
SELL
$39.41 - $46.28 $867 - $1,018
-22 Reduced 0.34%
6,540 $273,000
Q2 2021

Jul 12, 2021
BUY
$39.17 - $47.76 $4,269 - $5,205
109 Added 1.69%
6,562 $283,000
Q1 2021

May 13, 2021
BUY
$32.35 - $41.56 $208,754 - $268,186
6,453 New
6,453 $258,000

Others Institutions Holding XME

# of Institutions
322
Shares Held
22.8M
Call Options Held
10.1M
Put Options Held
13.1M
View Full List

About SPDR SER TR SPDR S&P METALS &

XME Quotes by TradingView
  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
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