Merriman Wealth Management, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$44.17 - $54.79 $743,999 - $922,882	16,844 New	16,844 $838,000
Q2 2022 Jul 29, 2022	SELL	$43.4 - $65.85 $868,000 - $1.32 Million	-20,000 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$41.02 - $63.33 $82,040 - $126,660	-2,000 Reduced 9.09%	20,000 $1.23 Million
Q4 2021 Feb 01, 2022	SELL	$40.28 - $47.31 $1.05 Million - $1.23 Million	-26,000 Reduced 54.17%	22,000 $985,000
Q4 2021 Feb 01, 2022	BUY	$40.28 - $47.31 $1.93 Million - $2.27 Million	48,000 New	48,000 $2.07 Million
Q3 2021 Nov 09, 2021	SELL	$39.41 - $46.28 $1.89 Million - $2.22 Million	-48,000 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$39.17 - $47.76 $705,060 - $859,680	18,000 Added 60.0%	48,000 $2.07 Million
Q1 2021 May 10, 2021	BUY	$32.35 - $41.56 $970,500 - $1.25 Million	30,000 New	30,000 $1.2 Million

Others Institutions Holding XME

# of Institutions

325

Shares Held

22.9M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$145 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$135 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$127 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$120 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$73.6 Million
0.02% of portfolio

About SPDR SER TR SPDR S&P METALS &

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