Bright Futures Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bright Futures Wealth 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 Q2	$1.2M	Sell	11,185 -1,187	-10%	-$139K	0.77%	37
2026 Q1	$1.34M	Sell	12,372 -503	-4%	-$58.8K	0.91%	32
2025 Q4	$1.33M	Sell	12,875 -56	-0.4%	-$5.53K	0.99%	32
2025 Q3	$1.21M	Buy	+12,931	New	+$1.03M	0.94%	37

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

Bright Futures Wealth Management's XME Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 9.6% in Q2 2026, selling an estimated $139K and leaving 11,185 shares worth $1.2M. The position accounts for 0.77% of the portfolio, ranked #37.

Bright Futures Wealth Management first reported a position in XME in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Bright Futures Wealth Management held 11,185 shares of State Street SPDR S&P Metals & Mining ETF worth $1.2M as of Q2 2026.
Bright Futures Wealth Management sold 1,187 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $139K.
State Street SPDR S&P Metals & Mining ETF made up 0.77% of Bright Futures Wealth Management's portfolio in Q2 2026, its #37 holding.
Bright Futures Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2025 and has held it in 4 quarters since.
Bright Futures Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $1.34M in Q1 2026.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.