Avantax Advisory Services’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Avantax Advisory Services’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	$227K	Buy	+3,382	New	+$201K	﹤0.01%	2118
2023 Q4	–	Sell	-7,900	Closed	-$415K	–	1683
2023 Q3	$415K	Sell	7,900 -29,816	-79%	-$1.54M	﹤0.01%	1029
2023 Q2	$1.92M	Sell	37,716 -3,926	-9%	-$193K	0.02%	469
2023 Q1	$2.21M	Buy	41,642 +2,266	+6%	+$123K	0.03%	414
2022 Q4	$1.96M	Buy	39,376 +3,019	+8%	+$150K	0.03%	432
2022 Q3	$1.54M	Buy	36,357 +4,811	+15%	+$226K	0.02%	435
2022 Q2	$1.37M	Buy	31,546 +12,470	+65%	+$677K	0.02%	469
2022 Q1	$1.17M	Buy	19,076 +3,851	+25%	+$196K	0.02%	501
2021 Q4	$682K	Sell	15,225 -214	-1%	-$9.37K	0.01%	652
2021 Q3	$644K	Buy	15,439 +664	+4%	+$28.7K	0.01%	623
2021 Q2	$635K	Buy	14,775 +3,455	+31%	+$150K	0.01%	615
2021 Q1	$453K	Buy	+11,320	New	+$417K	0.01%	651

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

Avantax Advisory Services's XME Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2025: 3,382 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in XME as recently as Q3 2023.

Avantax Advisory Services first reported a position in XME in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.21M in Q1 2023. 266 funds tracked by Wall St. Rank hold XME as of Q2 2025.

Avantax Advisory Services held 3,382 shares of State Street SPDR S&P Metals & Mining ETF worth $227K as of Q2 2025.
State Street SPDR S&P Metals & Mining ETF was a new Avantax Advisory Services position in Q2 2025.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2118 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and has held it in 12 quarters since.
Avantax Advisory Services's State Street SPDR S&P Metals & Mining ETF position peaked at $2.21M in Q1 2023.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.