Steward Partners Investment Advisory, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,690 shares of XME stock, worth $323,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,690
Previous 3,240 44.75%
Holding current value
$323,750
Previous $195,000 42.56%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$57.95 - $65.15 $84,027 - $94,467
1,450 Added 44.75%
4,690 $278,000
Q1 2024

May 15, 2024
SELL
$54.61 - $60.28 $61,982 - $68,417
-1,135 Reduced 25.94%
3,240 $195,000
Q4 2023

Feb 12, 2024
SELL
$48.56 - $61.4 $17,967 - $22,718
-370 Reduced 7.8%
4,375 $261,000
Q3 2023

Nov 13, 2023
SELL
$49.55 - $53.9 $96,870 - $105,374
-1,955 Reduced 29.18%
4,745 $249,000
Q2 2023

Aug 14, 2023
SELL
$44.52 - $53.48 $66,334 - $79,685
-1,490 Reduced 18.19%
6,700 $340,000
Q1 2023

May 15, 2023
BUY
$49.12 - $59.08 $155,661 - $187,224
3,169 Added 63.11%
8,190 $435,000
Q4 2022

Feb 15, 2023
BUY
$44.17 - $54.79 $31,846 - $39,503
721 Added 16.77%
5,021 $250,000
Q3 2022

Nov 10, 2022
SELL
$40.94 - $53.45 $151,887 - $198,299
-3,710 Reduced 46.32%
4,300 $183,000
Q2 2022

Aug 04, 2022
SELL
$43.4 - $65.85 $248,031 - $376,332
-5,715 Reduced 41.64%
8,010 $348,000
Q1 2022

May 02, 2022
BUY
$41.02 - $63.33 $76,297 - $117,793
1,860 Added 15.68%
13,725 $841,000
Q4 2021

Feb 08, 2022
BUY
$40.28 - $47.31 $9,063 - $10,644
225 Added 1.93%
11,865 $531,000
Q3 2021

Nov 12, 2021
SELL
$39.41 - $46.28 $89,066 - $104,592
-2,260 Reduced 16.26%
11,640 $486,000
Q2 2021

Aug 13, 2021
BUY
$39.17 - $47.76 $84,137 - $102,588
2,148 Added 18.28%
13,900 $599,000
Q1 2021

May 14, 2021
BUY
$32.35 - $41.56 $378,559 - $486,335
11,702 Added 23404.0%
11,752 $0
Q2 2019

Jul 25, 2019
BUY
N/A
50 New
50 $1,000
Q4 2018

Jan 15, 2019
SELL
N/A
-482 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-155 Reduced 24.33%
482 $16,000
Q2 2018

Jul 20, 2018
SELL
N/A
-23 Reduced 3.48%
637 $23,000
Q1 2018

Apr 20, 2018
SELL
N/A
-414 Reduced 38.55%
660 $22,000
Q3 2017

Nov 22, 2017
SELL
N/A
-100 Reduced 8.52%
1,074 $34,000
Q2 2017

Nov 22, 2017
BUY
N/A
1,024 Added 682.67%
1,174 $35,000
Q1 2017

Nov 22, 2017
BUY
N/A
100 Added 200.0%
150 $4,000
Q4 2016

Nov 22, 2017
BUY
N/A
50
50 $1,000

Others Institutions Holding XME

# of Institutions
329
Shares Held
23.5M
Call Options Held
2.62M
Put Options Held
10M
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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