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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return