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

Capital Wealth Planning’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	$3.23M	Buy	+30,220	New	+$3.55M	0.02%	121
2025 Q1	–	Sell	-87,644	Closed	-$4.97M	–	162
2024 Q4	$4.97M	Buy	87,644 +65,567	+297%	+$4.22M	0.05%	42
2024 Q3	$1.41M	Sell	22,077 -24,717	-53%	-$1.48M	0.01%	86
2024 Q2	$2.78M	Sell	46,794 -40,807	-47%	-$2.5M	0.03%	57
2024 Q1	$5.28M	Buy	87,601 +19,303	+28%	+$1.1M	0.06%	36
2023 Q4	$4.09M	Buy	+68,298	New	+$3.62M	0.05%	40
2023 Q2	–	Sell	-32,823	Closed	-$1.74M	–	151
2023 Q1	$1.74M	Buy	32,823 +15,544	+90%	+$846K	0.02%	43
2022 Q4	$861K	Sell	17,279 -18,033	-51%	-$894K	0.01%	61
2022 Q3	$1.5M	Buy	35,312 +19,589	+125%	+$918K	0.03%	44
2022 Q2	$682K	Buy	15,723 +373	+2%	+$20.3K	0.01%	59
2022 Q1	$941K	Sell	15,350 -34,496	-69%	-$1.76M	0.02%	52
2021 Q4	$3.25M	Buy	49,846 +32,278	+184%	+$1.41M	0.07%	33
2021 Q3	$733K	Buy	+17,568	New	+$760K	0.02%	60

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

Capital Wealth Planning's XME Position: Q2 2026 in Review

Capital Wealth Planning opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2026: 30,220 shares worth $3.23M. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: Capital Wealth Planning previously reported a position in XME as recently as Q4 2024.

Capital Wealth Planning first reported a position in XME in Q3 2021 and has held it in 13 quarters since. The position peaked at $5.28M in Q1 2024. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Capital Wealth Planning held 30,220 shares of State Street SPDR S&P Metals & Mining ETF worth $3.23M as of Q2 2026.
State Street SPDR S&P Metals & Mining ETF was a new Capital Wealth Planning position in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.02% of Capital Wealth Planning's portfolio in Q2 2026, its #121 holding.
Capital Wealth Planning first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2021 and has held it in 13 quarters since.
Capital Wealth Planning's State Street SPDR S&P Metals & Mining ETF position peaked at $5.28M in Q1 2024.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.