A detailed history of Creative Planning transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Creative Planning holds 3,150 shares of XME stock, worth $204,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,150
Previous 3,513 10.33%
Holding current value
$204,907
Previous $208,000 3.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$54.2 - $65.22 $19,674 - $23,674
-363 Reduced 10.33%
3,150 $200,000
Q2 2024

Aug 15, 2024

SELL
$57.95 - $65.15 $7,127 - $8,013
-123 Reduced 3.38%
3,513 $208,000
Q1 2024

May 10, 2024

BUY
$54.61 - $60.28 $198,561 - $219,178
3,636 New
3,636 $219,000
Q1 2023

May 15, 2023

BUY
$49.12 - $59.08 $227,327 - $273,422
4,628 New
4,628 $246,000
Q3 2022

Nov 03, 2022

SELL
$40.94 - $53.45 $16,867 - $22,021
-412 Reduced 3.24%
12,289 $522,000
Q2 2022

Aug 15, 2022

BUY
$43.4 - $65.85 $55,855 - $84,748
1,287 Added 11.28%
12,701 $551,000
Q1 2022

May 16, 2022

BUY
$41.02 - $63.33 $3,691 - $5,699
90 Added 0.79%
11,414 $700,000
Q4 2021

Feb 11, 2022

SELL
$40.28 - $47.31 $235,799 - $276,952
-5,854 Reduced 34.08%
11,324 $507,000
Q3 2021

Nov 10, 2021

BUY
$39.41 - $46.28 $90,761 - $106,582
2,303 Added 15.48%
17,178 $717,000
Q2 2021

Aug 04, 2021

SELL
$39.17 - $47.76 $450,572 - $549,383
-11,503 Reduced 43.61%
14,875 $641,000
Q1 2021

Apr 30, 2021

BUY
$32.35 - $41.56 $64,926 - $83,410
2,007 Added 8.24%
26,378 $1.05 Million
Q4 2020

Jan 29, 2021

BUY
$23.5 - $33.64 $572,718 - $819,840
24,371 New
24,371 $815,000
Q1 2018

Apr 18, 2018

SELL
N/A
-17,459 Closed
0 $0
Q4 2017

Jan 17, 2018

BUY
N/A
17,459
17,459 $635,000

Others Institutions Holding XME

About SPDR SER TR SPDR S&P METALS &


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