Ballast Rock Private Wealth’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Ballast Rock Private Wealth’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	$986K	Buy	9,225 +1	+0%	+$117	0.46%	58
2026 Q1	$996K	Buy	9,224 +1	+0%	+$117	0.55%	53
2025 Q4	$956K	Buy	+9,223	New	+$911K	0.6%	50

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

Ballast Rock Private Wealth's XME Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.01% in Q2 2026, buying an estimated $117 and bringing the position to 9,225 shares worth $986K. The position accounts for 0.46% of the portfolio, ranked #58.

Ballast Rock Private Wealth first reported a position in XME in Q4 2025 and has held it in 3 quarters since. The position peaked at $996K in Q1 2026. 455 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Ballast Rock Private Wealth held 9,225 shares of State Street SPDR S&P Metals & Mining ETF worth $986K as of Q2 2026.
Ballast Rock Private Wealth bought 1 State Street SPDR S&P Metals & Mining ETF share in Q2 2026, an estimated $117.
State Street SPDR S&P Metals & Mining ETF made up 0.46% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #58 holding.
Ballast Rock Private Wealth first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and has held it in 3 quarters since.
Ballast Rock Private Wealth's State Street SPDR S&P Metals & Mining ETF position peaked at $996K in Q1 2026.
455 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.