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

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

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 10,479 shares of XME stock, worth $629,787. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,479
Previous 10,467 0.11%
Holding current value
$629,787
Previous $586 Million 99.9%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
$53.81 - $62.59 $645 - $751
12 Added 0.11%
10,479 $586,000
Q1 2025

May 15, 2025
BUY
$53.81 - $62.59 $9,040 - $10,515
168 Added 1.63%
10,467 $586 Million
Q4 2024

May 30, 2025
SELL
$56.27 - $69.89 $12,717 - $15,795
-226 Reduced 2.16%
10,241 $581,000
Q4 2024

May 29, 2025
SELL
$56.27 - $69.89 $12,717 - $15,795
-226 Reduced 2.16%
10,241 $581,000
Q4 2024

Feb 11, 2025
BUY
$56.27 - $69.89 $35,281 - $43,821
627 Added 6.48%
10,299 $644 Million
Q3 2024

May 30, 2025
SELL
$54.2 - $65.22 $43,089 - $51,849
-795 Reduced 7.6%
9,672 $616,000
Q3 2024

May 29, 2025
SELL
$54.2 - $65.22 $43,089 - $51,849
-795 Reduced 7.6%
9,672 $616,000
Q3 2024

Nov 05, 2024
BUY
$54.2 - $65.22 $52,357 - $63,002
966 Added 11.1%
9,672 $616 Million
Q2 2024

May 29, 2025
SELL
$57.95 - $65.15 $102,049 - $114,729
-1,761 Reduced 16.82%
8,706 $516,000
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 28, 2025
SELL
$54.61 - $60.28 $73,013 - $80,594
-1,337 Reduced 12.77%
9,130 $550 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

# of Institutions
322
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 &

XME Quotes by TradingView
  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
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