Financial Advocates Investment Management Spdr Ser Tr Spdr S&P Metals & Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Financial Advocates Investment Management holds 256,410 shares of XME stock, worth $15.3 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

256,410

Previous 235,632 8.82%

Holding current value

$15.3 Million

Previous $13.4 Million 7.36%

% of portfolio

1.04%

Previous 0.78%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$53.81 - $62.59 $1.12 Million - $1.3 Million	20,778 Added 8.82%	256,410 $14.4 Million
Q4 2024 Jan 27, 2025	BUY	$56.27 - $69.89 $2.06 Million - $2.56 Million	36,691 Added 18.44%	235,632 $13.4 Million
Q3 2024 Oct 25, 2024	BUY	$54.2 - $65.22 $10.8 Million - $13 Million	198,941 New	198,941 $12.7 Million
Q3 2023 Oct 27, 2023	BUY	$49.55 - $53.9 $171,789 - $186,871	3,467 New	3,467 $182,000
Q2 2022 Aug 12, 2022	SELL	$43.4 - $65.85 $232,580 - $352,890	-5,359 Reduced 48.02%	5,801 $252,000
Q1 2022 May 11, 2022	BUY	$41.02 - $63.33 $92,295 - $142,492	2,250 Added 25.25%	11,160 $684,000
Q4 2021 Feb 14, 2022	SELL	$40.28 - $47.31 $8,982 - $10,550	-223 Reduced 2.44%	8,910 $399,000
Q3 2021 Nov 04, 2021	SELL	$39.41 - $46.28 $97,342 - $114,311	-2,470 Reduced 21.29%	9,133 $386,000
Q2 2021 Aug 03, 2021	BUY	$39.17 - $47.76 $6,306 - $7,689	161 Added 1.41%	11,603 $496,000
Q1 2021 May 10, 2021	BUY	$32.35 - $41.56 $13,360 - $17,164	413 Added 3.74%	11,442 $457,000
Q4 2020 Feb 12, 2021	BUY	$23.5 - $33.64 $259,181 - $371,015	11,029 New	11,029 $369,000

Others Institutions Holding XME

# of Institutions

322

Shares Held

21.9M

Call Options Held

4.83M

Put Options Held

7.92M

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About SPDR SER TR SPDR S&P METALS &

Ticker XME
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Financial Advocates Investment Management Spdr Ser Tr Spdr S&P Metals & Transaction History