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

Capital Analysts LLC’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 		$9K Hold
85
– – ﹤0.01% 1319
2026
Q1 		$9K Hold
85
– – ﹤0.01% 1281
2025
Q4 		$9K Hold
85
– – ﹤0.01% 1266
2025
Q3 		$8K Buy
+85
New +$6.78K ﹤0.01% 1251
2024
Q3 		– Sell
-1,863
Closed -$111K – 1372
2024
Q2 		$111K Buy
1,863
+167
+10% +$10.2K ﹤0.01% 553
2024
Q1 		$102K Buy
1,696
+2
+0.1% +$114 ﹤0.01% 546
2023
Q4 		$101K Buy
1,694
+2
+0.1% +$106 0.01% 530
2023
Q3 		$89K Buy
1,692
+3
+0.2% +$155 0.01% 505
2023
Q2 		$86K Sell
1,689
-84
-5% -$4.13K ﹤0.01% 491
2023
Q1 		$94K Buy
1,773
+4
+0.2% +$218 0.01% 480
2022
Q4 		$88K Buy
1,769
+8
+0.5% +$397 0.01% 524
2022
Q3 		$75K Sell
1,761
-6,024
-77% -$282K 0.01% 494
2022
Q2 		$338K Sell
7,785
-303
-4% -$16.5K 0.02% 294
2022
Q1 		$496K Sell
8,088
-4,261
-35% -$217K 0.03% 267
2021
Q4 		$553K Buy
12,349
+80
+0.7% +$3.5K 0.03% 262
2021
Q3 		$512K Buy
12,269
+18
+0.1% +$778 0.03% 257
2021
Q2 		$528K Buy
12,251
+11,770
+2,447% +$512K 0.04% 250
2021
Q1 		$19K Buy
+481
New +$17.7K ﹤0.01% 726

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VU
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Capital Analysts LLC's XME Position: Q2 2026 in Review

Capital Analysts LLC held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 85 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Capital Analysts LLC first reported a position in XME in Q1 2021 and has held it in 18 quarters since. The position peaked at $553K in Q4 2021. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Capital Analysts LLC held 85 shares of State Street SPDR S&P Metals & Mining ETF worth $9K as of Q2 2026.
  • Capital Analysts LLC left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1319 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and has held it in 18 quarters since.
  • Capital Analysts LLC's State Street SPDR S&P Metals & Mining ETF position peaked at $553K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.