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

Capital Square’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 Q3	$202K	Buy	+1,948	New	+$214K	0.09%	234
2026 Q1	–	Sell	-4,496	Closed	-$466K	–	251
2025 Q4	$466K	Sell	4,496 -144	-3%	-$14.2K	0.24%	98
2025 Q3	$432K	Sell	4,640 -458	-9%	-$36.5K	0.22%	106
2025 Q2	$373K	Buy	5,098 +893	+21%	+$53K	0.2%	121
2025 Q1	$235K	Buy	+4,205	New	+$247K	0.14%	153

Other funds holding XME

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Capital Square's XME Position: Q3 2026 in Review

Capital Square opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2026: 1,948 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #234 among its holdings. This is a return to the name: Capital Square previously reported a position in XME as recently as Q4 2025.

Capital Square first reported a position in XME in Q1 2025 and has held it in 5 quarters since. The position peaked at $466K in Q4 2025. 117 funds tracked by Wall St. Rank hold XME as of Q3 2026.

Capital Square held 1,948 shares of State Street SPDR S&P Metals & Mining ETF worth $202K as of Q3 2026.
State Street SPDR S&P Metals & Mining ETF was a new Capital Square position in Q3 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.09% of Capital Square's portfolio in Q3 2026, its #234 holding.
Capital Square first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2025 and has held it in 5 quarters since.
Capital Square's State Street SPDR S&P Metals & Mining ETF position peaked at $466K in Q4 2025.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.