Avalon Capital Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Avalon Capital Management’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
2026 Q2	$2.24M	Sell	20,960 -27	-0.1%	-$3.17K	0.53%	37
2026 Q1	$2.27M	Buy	20,987 +18,380	+705%	+$2.15M	0.64%	35
2025 Q4	$270K	Buy	+2,607	New	+$258K	0.06%	119
2021 Q2	–	Sell	-81,881	Closed	-$3.27M	–	36
2021 Q1	$3.27M	Buy	+81,881	New	+$3.01M	3.04%	16

Other funds holding XME

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Avalon Capital Management's XME Position: Q2 2026 in Review

Avalon Capital Management reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.13% in Q2 2026, selling an estimated $3.17K and leaving 20,960 shares worth $2.24M. The position accounts for 0.53% of the portfolio, ranked #37.

Avalon Capital Management first reported a position in XME in Q1 2021 and has held it in 4 quarters since. The position peaked at $3.27M in Q1 2021. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Avalon Capital Management held 20,960 shares of State Street SPDR S&P Metals & Mining ETF worth $2.24M as of Q2 2026.
Avalon Capital Management sold 27 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $3.17K.
State Street SPDR S&P Metals & Mining ETF made up 0.53% of Avalon Capital Management's portfolio in Q2 2026, its #37 holding.
Avalon Capital Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and has held it in 4 quarters since.
Avalon Capital Management's State Street SPDR S&P Metals & Mining ETF position peaked at $3.27M in Q1 2021.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.