Allworth Financial’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$448K	Sell	4,148 -43	-1%	-$5.02K	﹤0.01%	999
2025 Q4	$434K	Buy	4,191 +423	+11%	+$41.8K	﹤0.01%	986
2025 Q3	$351K	Buy	3,768 +453	+14%	+$36.1K	﹤0.01%	1033
2025 Q2	$223K	Hold	3,315	–	–	﹤0.01%	1134
2025 Q1	$190K	Hold	3,315	–	–	﹤0.01%	971
2024 Q4	$200K	Hold	3,315	–	–	﹤0.01%	949
2024 Q3	$211K	Hold	3,315	–	–	﹤0.01%	809
2024 Q2	$206K	Hold	3,315	–	–	﹤0.01%	806
2024 Q1	$200K	Sell	3,315 -1,090	-25%	-$62.2K	﹤0.01%	783
2023 Q4	$264K	Buy	4,405 +970	+28%	+$51.4K	﹤0.01%	661
2023 Q3	$180K	Buy	3,435 +20	+0.6%	+$1.04K	﹤0.01%	713
2023 Q2	$174K	Hold	3,415	–	–	﹤0.01%	739
2023 Q1	$182K	Hold	3,415	–	–	﹤0.01%	674
2022 Q4	$170K	Hold	3,415	–	–	﹤0.01%	671
2022 Q3	$145K	Buy	3,415 +100	+3%	+$4.69K	﹤0.01%	667
2022 Q2	$144K	Buy	+3,315	New	+$180K	﹤0.01%	631