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

Baldwin Wealth Partners’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 Q3	$409K	Buy	3,950 +1,000	+34%	+$110K	0.03%	169
2026 Q2	$315K	Hold	2,950	–	–	0.02%	183
2026 Q1	$319K	Hold	2,950	–	–	0.02%	177
2025 Q4	$306K	Hold	2,950	–	–	0.02%	197
2025 Q3	$275K	Buy	+2,950	New	+$235K	0.02%	202
2024 Q4	–	Sell	-2,950	Closed	-$188K	–	1056
2024 Q3	$188K	Hold	2,950	–	–	0.01%	337
2024 Q2	$175K	Hold	2,950	–	–	0.01%	216
2024 Q1	$178K	Hold	2,950	–	–	0.01%	222
2023 Q4	$176K	Hold	2,950	–	–	0.01%	221
2023 Q3	$155K	Hold	2,950	–	–	0.01%	247
2023 Q2	$150K	Hold	2,950	–	–	0.01%	269
2023 Q1	$157K	Hold	2,950	–	–	0.01%	263
2022 Q4	$147K	Hold	2,950	–	–	0.01%	270
2022 Q3	$125K	Hold	2,950	–	–	0.02%	217
2022 Q2	$128K	Hold	2,950	–	–	0.02%	230
2022 Q1	$181K	Buy	+2,950	New	+$150K	0.02%	217

Other funds holding XME

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Baldwin Wealth Partners's XME Position: Q3 2026 in Review

Baldwin Wealth Partners increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 34% in Q3 2026, buying an estimated $110K and bringing the position to 3,950 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #169.

Baldwin Wealth Partners first reported a position in XME in Q1 2022 and has held it in 16 quarters since. 133 funds tracked by Wall St. Rank hold XME as of Q3 2026.

Baldwin Wealth Partners held 3,950 shares of State Street SPDR S&P Metals & Mining ETF worth $409K as of Q3 2026.
Baldwin Wealth Partners bought 1,000 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $110K.
State Street SPDR S&P Metals & Mining ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #169 holding.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and has held it in 16 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.