Family Firm, Inc. Spdr Ser Tr Spdr S&P Metals & Transaction History

Family Firm, Inc.

$897 Million
Q2 2024

A detailed history of Family Firm, Inc. transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Family Firm, Inc. holds 76,575 shares of XME stock, worth $4.24 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

76,575

Previous 25,215 203.69%

Holding current value

$4.24 Million

Previous $1.52 Million 199.08%

% of portfolio

0.51%

Previous 0.37%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$57.95 - $65.15 $2.98 Million - $3.35 Million	51,360 Added 203.69%	76,575 $4.54 Million
Q1 2024 May 01, 2024	BUY	$54.61 - $60.28 $110,257 - $121,705	2,019 Added 8.7%	25,215 $1.52 Million
Q4 2023 Feb 05, 2024	BUY	$48.56 - $61.4 $26,805 - $33,892	552 Added 2.44%	23,196 $1.39 Million
Q3 2023 Oct 19, 2023	BUY	$49.55 - $53.9 $35,527 - $38,646	717 Added 3.27%	22,644 $1.19 Million
Q2 2023 Aug 08, 2023	BUY	$44.52 - $53.48 $60,903 - $73,160	1,368 Added 6.65%	21,927 $1.11 Million
Q1 2023 May 01, 2023	SELL	$49.12 - $59.08 $23,037 - $27,708	-469 Reduced 2.23%	20,559 $1.09 Million
Q4 2022 Feb 07, 2023	SELL	$48.09 - $54.79 $50,061 - $57,036	-1,041 Reduced 4.72%	21,028 $1.05 Million
Q3 2022 Nov 15, 2022	SELL	N/A	-3,421 Reduced 13.42%	22,069 $938,000
Q2 2022 Dec 01, 2022	BUY	N/A	752 Added 3.41%	22,821 $990,000
Q1 2022 Nov 30, 2022	BUY	N/A	1,320 Added 5.98%	23,389 $1.43 Million
Q4 2021 Feb 02, 2022	SELL	N/A	-969 Reduced 3.66%	25,490 $1.14 Million
Q3 2021 Oct 22, 2021	SELL	N/A	-394 Reduced 1.47%	26,459 $1.18 Million
Q2 2021 Jul 21, 2021	BUY	N/A	52 Added 0.19%	26,853 $1.16 Million
Q1 2021 May 06, 2021	SELL	N/A	-1,248 Reduced 4.45%	26,801 $1.07 Million
Q4 2020 Jan 20, 2021	SELL	N/A	-321 Reduced 1.13%	28,049 $990,000
Q3 2020 Nov 04, 2020	SELL	N/A	-372 Reduced 1.29%	28,370 $659,000
Q2 2020 Aug 10, 2020	SELL	N/A	-100 Reduced 0.35%	28,742 $609,000
Q1 2020 Apr 29, 2020	BUY	N/A	173 Added 0.6%	28,842 $465,000
Q4 2019 Feb 04, 2020	SELL	N/A	-2,751 Reduced 8.76%	28,669 $840,000
Q3 2019 Nov 12, 2019	SELL	N/A	-419 Reduced 1.32%	31,420 $800,000
Q2 2019 Aug 06, 2019	BUY	N/A	8,773 Added 38.03%	31,839 $904,000
Q1 2019 May 06, 2019	SELL	N/A	-5,689 Reduced 19.78%	23,066 $685,000
Q4 2018 Feb 05, 2019	SELL	N/A	-867 Reduced 2.93%	28,755 $753,000
Q3 2018 Oct 31, 2018	SELL	N/A	-2,601 Reduced 8.07%	29,622 $1.01 Million
Q2 2018 Aug 03, 2018	BUY	N/A	163 Added 0.51%	32,223 $1.14 Million
Q1 2018 Apr 26, 2018	BUY	N/A	3,238 Added 11.23%	32,060 $1.09 Million
Q4 2017 Feb 07, 2018	BUY	N/A	704 Added 2.5%	28,822 $1.05 Million
Q3 2017 Nov 07, 2017	BUY	N/A	1,412 Added 5.29%	28,118 $905,000
Q2 2017 Aug 08, 2017	BUY	N/A	26,706	26,706 $800,000

Others Institutions Holding XME

# of Institutions

352

Shares Held

26.5M

Call Options Held

2.62M

Put Options Held

10M

View Full List

About SPDR SER TR SPDR S&P METALS &

Ticker XME
Sector ETFs
Industry ETFs

More about XME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.

Account