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

Caldwell Trust’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	$23K	Buy	+215	New	+$25.2K	﹤0.01%	592

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

Caldwell Trust's XME Position: Q2 2026 in Review

Caldwell Trust opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2026: 215 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings.

456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Caldwell Trust held 215 shares of State Street SPDR S&P Metals & Mining ETF worth $23K as of Q2 2026.
State Street SPDR S&P Metals & Mining ETF was a new Caldwell Trust position in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #592 holding.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.