Atria Wealth Solutions’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Atria Wealth Solutions’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$950K	Sell	13,797 -105	-0.8%	-$6.23K	0.02%	657
2025 Q1	$778K	Buy	13,902 +1,165	+9%	+$68.5K	0.01%	981
2024 Q4	$723K	Buy	12,737 +6,780	+114%	+$437K	0.01%	1061
2024 Q3	$380K	Sell	5,957 -752	-11%	-$45K	﹤0.01%	1378
2024 Q2	$398K	Sell	6,709 -246	-4%	-$15.1K	﹤0.01%	1346
2024 Q1	$419K	Sell	6,955 -150	-2%	-$8.56K	﹤0.01%	1348
2023 Q4	$425K	Sell	7,105 -118	-2%	-$6.25K	0.01%	1298
2023 Q3	$379K	Buy	7,223 +623	+9%	+$32.3K	0.01%	1274
2023 Q2	$335K	Buy	6,600 +469	+8%	+$23K	﹤0.01%	1370
2023 Q1	$326K	Sell	6,131 -10	-0.2%	-$544	﹤0.01%	1365
2022 Q4	$306K	Buy	6,141 +14	+0.2%	+$694	﹤0.01%	1350
2022 Q3	$260K	Hold	6,127	–	–	﹤0.01%	1389
2022 Q2	$266K	Sell	6,127 -1,079	-15%	-$58.6K	0.01%	1278
2022 Q1	$442K	Buy	+7,206	New	+$367K	0.01%	1132

Other funds holding XME

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Atria Wealth Solutions's XME Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.76% in Q2 2025, selling an estimated $6.23K and leaving 13,797 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #657.

Atria Wealth Solutions first reported a position in XME in Q1 2022 and has held it in 14 quarters since. 266 funds tracked by Wall St. Rank hold XME as of Q2 2025.

Atria Wealth Solutions held 13,797 shares of State Street SPDR S&P Metals & Mining ETF worth $950K as of Q2 2025.
Atria Wealth Solutions sold 105 State Street SPDR S&P Metals & Mining ETF shares in Q2 2025, an estimated $6.23K.
State Street SPDR S&P Metals & Mining ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #657 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and has held it in 14 quarters since.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.