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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Baldwin Wealth Partners's XME Position: Q2 2026 in Review

Baldwin Wealth Partners held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 2,950 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #183.

Baldwin Wealth Partners first reported a position in XME in Q1 2022 and has held it in 15 quarters since. The position peaked at $319K in Q1 2026. 169 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Baldwin Wealth Partners held 2,950 shares of State Street SPDR S&P Metals & Mining ETF worth $315K as of Q2 2026.
Baldwin Wealth Partners left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #183 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 15 quarters since.
Baldwin Wealth Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $319K in Q1 2026.
169 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.