Capstone Investment Advisors
XME icon

Capstone Investment Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-1,054,700
Closed -$98.3M – 2116
2025
Q3 		$98.3M Buy
1,054,700
+681,100
+182% +$54.3M 0.18% 56
2025
Q2 		$25.1M Buy
373,600
+62,300
+20% +$3.7M 0.06% 122
2025
Q1 		$17.4M Sell
311,300
-200,400
-39% -$11.8M 0.05% 196
2024
Q4 		$29M Buy
511,700
+346,800
+210% +$22.3M 0.07% 162
2024
Q3 		$10.5M Buy
164,900
+43,700
+36% +$2.62M 0.03% 290
2024
Q2 		$7.19M Hold
121,200
– – 0.02% 368
2024
Q1 		$7.31M Sell
121,200
-128,800
-52% -$7.35M 0.03% 337
2023
Q4 		$15M Buy
+250,000
New +$13.2M 0.05% 264
2019
Q2 		– Sell
-223,000
Closed -$6.62M – 1448
2019
Q1 		$6.62M Buy
+223,000
New +$6.61M 0.06% 298
2018
Q2 		– Sell
-104,800
Closed -$3.57M – 735
2018
Q1 		$3.57M Sell
104,800
-195,200
-65% -$7.19M 0.07% 160
2017
Q4 		$10.9M Buy
+300,000
New +$9.78M 0.31% 68
2017
Q2 		– Sell
-41,000
Closed -$1.24M – 977
2017
Q1 		$1.24M Buy
+41,000
New +$1.32M 0.03% 374
2016
Q3 		– Sell
-619,000
Closed -$15.1M – 933
2016
Q2 		$15.1M Sell
619,000
-1,000
-0.2% -$22.5K 0.29% 67
2016
Q1 		$12.7M Buy
+620,000
New +$10M 0.39% 60
2014
Q1 		– Sell
-94,400
Closed -$3.97M – 552
2013
Q4 		$3.97M Hold
94,400
– – 0.04% 233
2013
Q3 		$3.46M Hold
94,400
– – 0.03% 250
2013
Q2 		$3.13M Buy
+94,400
New +$3.47M 0.03% 194

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capstone Investment Advisors's XME Position: Q1 2026 in Review

Capstone Investment Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 34% in Q1 2026, selling an estimated $495K and leaving 8,090 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Capstone Investment Advisors first reported a position in XME in Q2 2016 and has held it in 15 quarters since. The position peaked at $11M in Q1 2025. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

  • Capstone Investment Advisors held 8,090 shares of State Street SPDR S&P Metals & Mining ETF worth $874K as of Q1 2026.
  • Capstone Investment Advisors sold 4,238 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $495K.
  • State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #905 holding.
  • Capstone Investment Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2016 and has held it in 15 quarters since.
  • Capstone Investment Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $11M in Q1 2025.
  • 419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.