Belpointe Asset Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Belpointe Asset Management’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 Q1	–	Sell	-3,957	Closed	-$410K	–	1199
2025 Q4	$410K	Sell	3,957 -372	-9%	-$36.8K	0.01%	719
2025 Q3	$403K	Buy	+4,329	New	+$345K	0.02%	695
2024 Q1	–	Sell	-36,232	Closed	-$2.17M	–	850
2023 Q4	$2.17M	Buy	36,232 +32,372	+839%	+$1.71M	0.19%	108
2023 Q3	$203K	Buy	+3,860	New	+$200K	0.02%	601
2023 Q2	–	Sell	-11,845	Closed	-$630K	–	3416
2023 Q1	$630K	Buy	11,845 +971	+9%	+$52.8K	0.03%	465
2022 Q4	$542K	Buy	+10,874	New	+$539K	0.03%	502
2022 Q2	–	Sell	-1,764	Closed	-$108K	–	1285
2022 Q1	$108K	Buy	+1,764	New	+$89.9K	0.01%	1184
2021 Q3	–	Sell	-5,588	Closed	-$241K	–	1249
2021 Q2	$241K	Sell	5,588 -9,668	-63%	-$420K	0.02%	762
2021 Q1	$609K	Buy	+15,256	New	+$562K	0.05%	364

Other funds holding XME

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

Belpointe Asset Management's XME Position: Q1 2026 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026, closing a stake of 3,957 shares — an estimated $410K sold.

Belpointe Asset Management first reported a position in XME in Q1 2021 and held it in 9 quarters. The position peaked at $2.17M in Q4 2023. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Belpointe Asset Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 3,957 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $410K.
Belpointe Asset Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and held it in 9 quarters.
Belpointe Asset Management's State Street SPDR S&P Metals & Mining ETF position peaked at $2.17M in Q4 2023.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.