Legend Financial Advisors, Inc. Spdr Ser Tr Spdr S&P Metals & Transaction History

Legend Financial Advisors, Inc.

$142 Billion
Q4 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 124,406 shares of XME stock, worth $6.81 Million. This represents 4.98% of its overall portfolio holdings.

Number of Shares

124,406

Previous 123,266 0.92%

Holding current value

$6.81 Million

Previous $7.85 Billion 10.11%

% of portfolio

4.98%

Previous 5.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$56.27 - $69.89 $64,147 - $79,674	1,140 Added 0.92%	124,406 $7.06 Billion
Q3 2024 Oct 17, 2024	BUY	$54.2 - $65.22 $404,440 - $486,671	7,462 Added 6.44%	123,266 $7.85 Billion
Q2 2024 Jul 26, 2024	SELL	$57.95 - $65.15 $20,919 - $23,519	-361 Reduced 0.31%	115,804 $6.87 Billion
Q1 2024 Apr 17, 2024	BUY	$54.61 - $60.28 $111,895 - $123,513	2,049 Added 1.8%	116,165 $7 Billion
Q4 2023 Jan 31, 2024	BUY	$48.56 - $61.4 $34,526 - $43,655	711 Added 0.63%	114,116 $6.83 Billion
Q3 2023 Nov 13, 2023	BUY	$49.55 - $53.9 $5,103 - $5,551	103 Added 0.09%	113,405 $5.95 Billion
Q2 2023 Aug 09, 2023	BUY	$44.52 - $53.48 $298,907 - $359,064	6,714 Added 6.3%	113,302 $5.76 Billion
Q1 2023 Apr 26, 2023	BUY	$49.12 - $59.08 $119,410 - $143,623	2,431 Added 2.33%	106,588 $5.67 Billion
Q4 2022 Jan 30, 2023	SELL	$44.17 - $54.79 $9,099 - $11,286	-206 Reduced 0.2%	104,157 $5.19 Billion
Q3 2022 Nov 18, 2022	SELL	$40.94 - $53.45 $96,168 - $125,554	-2,349 Reduced 2.2%	104,363 $4.43 Billion
Q2 2022 Aug 08, 2022	SELL	$43.4 - $65.85 $1.58 Million - $2.39 Million	-36,354 Reduced 25.41%	106,712 $4.63 Million
Q1 2022 May 12, 2022	BUY	$41.02 - $63.33 $436,945 - $674,591	10,652 Added 8.04%	143,066 $5.97 Million
Q4 2021 Feb 14, 2022	SELL	$40.28 - $47.31 $429,062 - $503,946	-10,652 Reduced 7.45%	132,414 $5.93 Million
Q3 2021 Nov 15, 2021	BUY	$39.41 - $46.28 $508,231 - $596,826	12,896 Added 9.91%	143,066 $5.97 Million
Q2 2021 Aug 02, 2021	BUY	$39.17 - $47.76 $5.1 Million - $6.22 Million	130,170 New	130,170 $5.61 Million

Others Institutions Holding XME

# of Institutions

340

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 &

Ticker XME
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Legend Financial Advisors, Inc. Spdr Ser Tr Spdr S&P Metals & Transaction History