Caldwell Sutter Capital’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Caldwell Sutter Capital’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
2025 Q1	–	Sell	-876	Closed	-$49.7K	–	915
2024 Q4	$49.7K	Hold	876	–	–	0.02%	357
2024 Q3	$55.8K	Hold	876	–	–	0.03%	344
2024 Q2	$52K	Hold	876	–	–	0.03%	349
2024 Q1	$52.8K	Hold	876	–	–	0.03%	343
2023 Q4	$52.4K	Hold	876	–	–	0.03%	326
2023 Q3	$46K	Hold	876	–	–	0.03%	328
2023 Q2	$44.5K	Buy	876 +166	+23%	+$8.15K	0.02%	335
2023 Q1	$37.7K	Hold	710	–	–	0.03%	272
2022 Q4	$35.4K	Buy	+710	New	+$35.2K	0.03%	194

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

HIIFS

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caldwell Sutter Capital's XME Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2025, closing a stake of 876 shares — an estimated $49.7K sold.

Caldwell Sutter Capital first reported a position in XME in Q4 2022 and held it in 9 quarters. The position peaked at $55.8K in Q3 2024. 259 funds tracked by Wall St. Rank hold XME as of Q1 2025.

Caldwell Sutter Capital reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 876 State Street SPDR S&P Metals & Mining ETF shares in Q1 2025, an estimated $49.7K.
Caldwell Sutter Capital first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and held it in 9 quarters.
Caldwell Sutter Capital's State Street SPDR S&P Metals & Mining ETF position peaked at $55.8K in Q3 2024.
259 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.