Legend Financial Advisors, Inc. Spdr Ser Tr Spdr S&P Metals & Transaction History

Legend Financial Advisors, Inc.

$151 Billion
Q2 2025

A detailed history of Legend Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 123,205 shares of XME stock, worth $9.77 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares

123,205

Previous 125,445 1.79%

Holding current value

$9.77 Million

Previous $7.02 Billion 17.91%

% of portfolio

5.5%

Previous 5.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$48.48 - $67.3 $108,595 - $150,752	-2,240 Reduced 1.79%	123,205 $8.28 Billion
Q1 2025 May 14, 2025	BUY	$53.81 - $62.59 $55,908 - $65,031	1,039 Added 0.84%	125,445 $7.02 Billion
Q4 2024 Jan 07, 2025	BUY	$56.27 - $69.89 $64,147 - $79,674	1,140 Added 0.92%	124,406 $7.06 Billion
Q3 2024 Oct 17, 2024	BUY	$54.2 - $65.22 $404,440 - $486,671	7,462 Added 6.44%	123,266 $7.85 Billion
Q2 2024 Jul 26, 2024	SELL	$57.95 - $65.15 $20,919 - $23,519	-361 Reduced 0.31%	115,804 $6.87 Billion
Q1 2024 Apr 17, 2024	BUY	$54.61 - $60.28 $111,895 - $123,513	2,049 Added 1.8%	116,165 $7 Billion
Q4 2023 Jan 31, 2024	BUY	$48.56 - $61.4 $34,526 - $43,655	711 Added 0.63%	114,116 $6.83 Billion
Q3 2023 Nov 13, 2023	BUY	$49.55 - $53.9 $5,103 - $5,551	103 Added 0.09%	113,405 $5.95 Billion
Q2 2023 Aug 09, 2023	BUY	$44.52 - $53.48 $298,907 - $359,064	6,714 Added 6.3%	113,302 $5.76 Billion
Q1 2023 Apr 26, 2023	BUY	$49.12 - $59.08 $119,410 - $143,623	2,431 Added 2.33%	106,588 $5.67 Billion
Q4 2022 Jan 30, 2023	SELL	$44.17 - $54.79 $9,099 - $11,286	-206 Reduced 0.2%	104,157 $5.19 Billion
Q3 2022 Nov 18, 2022	SELL	$40.94 - $53.45 $96,168 - $125,554	-2,349 Reduced 2.2%	104,363 $4.43 Billion
Q2 2022 Aug 08, 2022	SELL	$43.4 - $65.85 $1.58 Million - $2.39 Million	-36,354 Reduced 25.41%	106,712 $4.63 Million
Q1 2022 May 12, 2022	BUY	$41.02 - $63.33 $436,945 - $674,591	10,652 Added 8.04%	143,066 $5.97 Million
Q4 2021 Feb 14, 2022	SELL	$40.28 - $47.31 $429,062 - $503,946	-10,652 Reduced 7.45%	132,414 $5.93 Million
Q3 2021 Nov 15, 2021	BUY	$39.41 - $46.28 $508,231 - $596,826	12,896 Added 9.91%	143,066 $5.97 Million
Q2 2021 Aug 02, 2021	BUY	$39.17 - $47.76 $5.1 Million - $6.22 Million	130,170 New	130,170 $5.61 Million

Others Institutions Holding XME

# of Institutions

334

Shares Held

21.8M

Call Options Held

4.83M

Put Options Held

7.92M

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 Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.

Account

Legend Financial Advisors, Inc. Spdr Ser Tr Spdr S&P Metals & Transaction History