A detailed history of Modern Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,672 shares of XME stock, worth $649,087. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,672
Previous 8,706 11.1%
Holding current value
$649,087
Previous $517 Million 19.32%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$54.2 - $65.22 $52,357 - $63,002
966 Added 11.1%
9,672 $616 Million
Q2 2024

Aug 07, 2024

BUY
$57.95 - $65.15 $5,157 - $5,798
89 Added 1.03%
8,706 $517 Million
Q1 2024

May 13, 2024

BUY
$54.61 - $60.28 $470,574 - $519,432
8,617 New
8,617 $531 Million

Others Institutions Holding XME

About SPDR SER TR SPDR S&P METALS &


  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.