Evernest Financial Advisors, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 5,741 shares of XME stock, worth $336,709. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,741
Previous 4,998 14.87%
Holding current value
$336,709
Previous $318,000 2.2%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$56.27 - $69.89 $41,808 - $51,928
743 Added 14.87%
5,741 $325,000
Q3 2024

Oct 21, 2024
SELL
$54.2 - $65.22 $5,203 - $6,261
-96 Reduced 1.88%
4,998 $318,000
Q2 2024

Aug 07, 2024
SELL
$57.95 - $65.15 $12,806 - $14,398
-221 Reduced 4.16%
5,094 $302,000
Q1 2024

May 10, 2024
BUY
$54.61 - $60.28 $9,010 - $9,946
165 Added 3.2%
5,315 $324 Million
Q4 2023

May 10, 2024
SELL
$48.56 - $61.4 $18,210 - $23,025
-375 Reduced 7.06%
4,940 $296 Million
Q4 2021

Feb 13, 2024
BUY
$40.28 - $47.31 $207,442 - $243,646
5,150 New
5,150 $289 Million

Others Institutions Holding XME

# of Institutions
344
Shares Held
21.9M
Call Options Held
4.54M
Put Options Held
11.2M
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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