Creative Planning Spdr Ser Tr Spdr S&P Metals & Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Creative Planning holds 3,594 shares of XME stock, worth $209,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,594
Previous 3,150 14.1%
Holding current value
$209,314
Previous $200,000 1.5%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$56.27 - $69.89 $24,983 - $31,031
444 Added 14.1%
3,594 $203,000
Q3 2024

Oct 11, 2024
SELL
$54.2 - $65.22 $19,674 - $23,674
-363 Reduced 10.33%
3,150 $200,000
Q2 2024

Aug 15, 2024
SELL
$57.95 - $65.15 $7,127 - $8,013
-123 Reduced 3.38%
3,513 $208,000
Q1 2024

May 10, 2024
BUY
$54.61 - $60.28 $198,561 - $219,178
3,636 New
3,636 $219,000
Q1 2023

May 15, 2023
BUY
$49.12 - $59.08 $227,327 - $273,422
4,628 New
4,628 $246,000
Q3 2022

Nov 03, 2022
SELL
$40.94 - $53.45 $16,867 - $22,021
-412 Reduced 3.24%
12,289 $522,000
Q2 2022

Aug 15, 2022
BUY
$43.4 - $65.85 $55,855 - $84,748
1,287 Added 11.28%
12,701 $551,000
Q1 2022

May 16, 2022
BUY
$41.02 - $63.33 $3,691 - $5,699
90 Added 0.79%
11,414 $700,000
Q4 2021

Feb 11, 2022
SELL
$40.28 - $47.31 $235,799 - $276,952
-5,854 Reduced 34.08%
11,324 $507,000
Q3 2021

Nov 10, 2021
BUY
$39.41 - $46.28 $90,761 - $106,582
2,303 Added 15.48%
17,178 $717,000
Q2 2021

Aug 04, 2021
SELL
$39.17 - $47.76 $450,572 - $549,383
-11,503 Reduced 43.61%
14,875 $641,000
Q1 2021

Apr 30, 2021
BUY
$32.35 - $41.56 $64,926 - $83,410
2,007 Added 8.24%
26,378 $1.05 Million
Q4 2020

Jan 29, 2021
BUY
$23.5 - $33.64 $572,718 - $819,840
24,371 New
24,371 $815,000
Q1 2018

Apr 18, 2018
SELL
N/A
-17,459 Closed
0 $0
Q4 2017

Jan 17, 2018
BUY
N/A
17,459
17,459 $635,000

Others Institutions Holding XME

# of Institutions
345
Shares Held
21.9M
Call Options Held
4.54M
Put Options Held
11.2M
View Full List

About SPDR SER TR SPDR S&P METALS &

XME Quotes by TradingView
  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email